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Livermore
Livermore
ZHEN

Sage Private Wealth Group, LLC

SEC CIK
0001845635
Latest filing
Aug 6, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Sage Private Wealth Group, 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)
8,860
Value
$3.30M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Sage Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,860$3.30M1.5%+793+9.8%AddedHolders
Q1 20268,067$2.99M1.5%+923+12.9%AddedHolders
Q4 20257,144$3.46M1.9%−395−5.2%ReducedHolders
Q3 20257,539$3.90M2.2%+118+1.6%AddedHolders
Q2 20257,421$3.69M2.4%+52+0.7%AddedHolders
Q1 20257,369$2.77M2.1%+142+2.0%AddedHolders
Q4 20247,227$3.05M2.3%+100+1.4%AddedHolders
Q3 20247,127$3.07M2.4%+89+1.3%AddedHolders
Q2 20247,038$3.15M2.6%+896+14.6%AddedHolders
Q1 20246,142$2.58M2.1%−97−1.6%ReducedHolders
Q4 20236,239$2.35M2.1%+3,802+156.0%AddedHolders
Q3 20232,437$769.8K1.1%+94+4.0%AddedHolders
Q2 20232,343$798.1K1.1%00.0%UnchangedHolders
Q1 20232,343$675.5K0.8%−1,506−39.1%ReducedHolders
Q4 20223,849$923.2K1.1%−58−1.5%ReducedHolders
Q3 20223,907$910.0K1.2%+59+1.5%AddedHolders
Q2 20223,848$988.0K1.4%+450+13.2%AddedHolders
Q1 20223,398$1.05M1.0%+265+8.5%AddedHolders
Q4 20213,133$1.05M1.3%+1,120+55.6%AddedHolders
Q3 20212,013$568.0K0.8%+16+0.8%AddedHolders
Q2 20211,997$541.0K0.7%+183+10.1%AddedHolders
Q1 20211,814$428.0K0.7%––Holders

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