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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Opal 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)
8,947
Value
$3.34M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,947$3.34M0.7%+50+0.6%AddedHolders
Q1 20268,897$3.29M0.7%−498−5.3%ReducedHolders
Q4 20259,395$4.54M1.2%−352−3.6%ReducedHolders
Q3 20259,747$5.05M1.4%−297−3.0%ReducedHolders
Q2 202510,044$5.00M1.4%+913+10.0%AddedHolders
Q1 20259,131$3.43M1.1%−786−7.9%ReducedHolders
Q4 20249,917$4.18M1.3%+703+7.6%AddedHolders
Q3 20249,214$3.96M1.2%−188−2.0%ReducedHolders
Q2 20249,402$4.20M1.3%−777−7.6%ReducedHolders
Q1 202410,179$4.28M1.5%−695−6.4%ReducedHolders
Q4 202310,874$4.09M1.6%−1,087−9.1%ReducedHolders
Q3 202311,961$3.78M2.2%+1,452+13.8%AddedHolders
Q2 202310,509$3.58M1.8%+1,719+19.6%AddedHolders
Q1 20238,790$2.53M1.5%+245+2.9%AddedHolders
Q4 20228,545$2.05M1.1%+105+1.2%AddedHolders
Q3 20228,440$1.97M1.4%+97+1.2%AddedHolders
Q2 20228,343$2.14M1.4%+301+3.7%AddedHolders
Q1 20228,042$2.48M2.2%−845−9.5%ReducedHolders
Q4 20218,887$2.99M1.9%+2,656+42.6%AddedHolders
Q3 20216,231$1.76M1.7%−1,198−16.1%ReducedHolders
Q2 20217,429$2.01M1.9%+751+11.2%AddedHolders
Q1 20216,678$1.57M1.7%––Holders

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