Skip to main content
Livermore
Livermore
ZHEN

Websterrogers Financial Advisors, LLC

SEC CIK
0001841757
Latest filing
Jul 15, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Websterrogers Financial 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)
2,282
Value
$851.2K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Websterrogers Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,282$851.2K0.2%+10.0%AddedHolders
Q1 20262,281$844.4K0.2%−4−0.2%ReducedHolders
Q4 20252,285$1.11M0.3%+4+0.2%AddedHolders
Q3 20252,281$1.18M0.4%00.0%UnchangedHolders
Q2 20252,281$1.13M0.4%00.0%UnchangedHolders
Q1 20252,281$856.3K0.3%−7−0.3%ReducedHolders
Q4 20242,288$964.4K0.3%+1,409+160.3%AddedHolders
Q3 2024879$378.2K0.1%+48+5.8%AddedHolders
Q2 2024831$371.4K0.1%−249−23.1%ReducedHolders
Q1 20241,080$454.4K0.2%−1,046−49.2%ReducedHolders
Q4 20232,126$799.5K0.3%−425−16.7%ReducedHolders
Q3 20232,551$805.5K0.4%−114−4.3%ReducedHolders
Q2 20232,665$907.5K0.4%−200−7.0%ReducedHolders
Q1 20232,865$826.0K0.4%−34−1.2%ReducedHolders
Q4 20222,899$695.2K0.3%00.0%UnchangedHolders
Q3 20222,899$675.0K0.4%−292−9.2%ReducedHolders
Q2 20223,191$820.0K0.4%−76−2.3%ReducedHolders
Q1 20223,267$1.01M0.5%+3,267NewHolders
Q4 20210$00.0%−1,012−100.0%Sold outHolders
Q3 20211,012$285.0K0.1%00.0%UnchangedHolders
Q2 20211,012$280.0K0.1%−110−9.8%ReducedHolders
Q1 20211,122$265.0K0.1%––Holders

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