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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Arkadios Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
242,396
Value
$90.4M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026242,396$90.4M1.4%+4,933+2.1%AddedHolders
Q1 2026237,463$87.9M1.5%+24,778+11.7%AddedHolders
Q4 2025212,685$102.9M2.0%+48,608+29.6%AddedHolders
Q3 2025164,077$85.0M2.1%+21,409+15.0%AddedHolders
Q2 2025142,668$71.0M2.1%+10,840+8.2%AddedHolders
Q1 2025131,828$49.5M1.9%+43,063+48.5%AddedHolders
Q4 202488,765$37.4M2.0%+3,590+4.2%AddedHolders
Q3 202485,175$36.7M2.1%+9,305+12.3%AddedHolders
Q2 202475,870$33.9M2.3%+6,989+10.1%AddedHolders
Q1 202468,881$29.0M2.2%+455+0.7%AddedHolders
Q4 202368,426$25.7M2.2%+1,119+1.7%AddedHolders
Q3 202367,307$21.3M2.0%+13,586+25.3%AddedHolders
Q2 202353,721$18.3M2.1%−837−1.5%ReducedHolders
Q1 202354,558$15.7M1.9%+270.0%AddedHolders
Q4 202254,531$13.1M1.7%+2,989+5.8%AddedHolders
Q3 202251,542$12.0M1.8%+5,125+11.0%AddedHolders
Q2 202246,417$11.9M1.8%+1,320+2.9%AddedHolders
Q1 202245,097$13.9M1.8%+1,037+2.4%AddedHolders
Q4 202144,060$14.8M2.0%+2,108+5.0%AddedHolders
Q3 202141,952$11.8M1.7%−11,325−21.3%ReducedHolders
Q2 202153,277$14.4M1.8%+13,680+34.5%AddedHolders
Q1 202139,597$9.34M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.