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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Regent Peak Wealth Advisors LLC, 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)
28,225
Value
$10.5M
% of portfolio
1.9%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,225$10.5M1.9%+276+1.0%AddedHolders
Q1 202627,949$10.3M2.1%+1,092+4.1%AddedHolders
Q4 202526,857$13.0M2.6%+20+0.1%AddedHolders
Q3 202526,837$13.9M2.8%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202527,129$10.2M2.4%−2,018−6.9%ReducedHolders
Q4 202429,147$12.3M2.8%−166−0.6%ReducedHolders
Q3 202429,313$12.6M2.9%−60−0.2%ReducedHolders
Q2 202429,373$13.1M3.3%−1,527−4.9%ReducedHolders
Q1 202430,900$13.0M3.3%−464−1.5%ReducedHolders
Q4 202331,364$11.8M3.2%+580+1.9%AddedHolders
Q3 202330,784$9.72M3.0%+117+0.4%AddedHolders
Q2 202330,667$10.4M3.0%+55+0.2%AddedHolders
Q1 202330,612$8.83M2.7%−698−2.2%ReducedHolders
Q4 202231,310$7.51M2.5%+186+0.6%AddedHolders
Q3 202231,124$7.25M2.6%+256+0.8%AddedHolders
Q2 202230,868$7.93M2.6%+122+0.4%AddedHolders
Q1 202230,746$9.48M2.7%+220+0.7%AddedHolders
Q4 202130,526$10.3M2.8%+947+3.2%AddedHolders
Q3 202129,579$8.34M2.4%+75+0.3%AddedHolders
Q2 202129,504$8.41M2.3%+2,370+8.7%AddedHolders
Q1 202127,134$6.40M2.1%––Holders

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