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Straight Path Wealth Management

SEC CIK
0001902506
Latest filing
Jul 27, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Straight Path Wealth Management, 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)
1,031
Value
$384.8K
% of portfolio
0.1%
Quarters held
12
Since Q2 2023
Holdings of MSFT by Straight Path Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,031$384.8K0.1%−4−0.4%ReducedHolders
Q1 20261,035$383.3K0.1%+288+38.6%AddedHolders
Q4 2025747$361.5K0.1%−19,753−96.4%ReducedHolders
Q3 202520,500$390.3K0.1%+19,771+2,712.1%AddedHolders
Q2 2025729$362.8K0.1%+26+3.7%AddedHolders
Q1 2025703$264.1K0.1%+16+2.3%AddedHolders
Q4 2024687$289.8K0.1%−13−1.9%ReducedHolders
Q3 2024700$301.4K0.1%+124+21.5%AddedHolders
Q2 2024576$257.6K0.1%00.0%UnchangedHolders
Q1 2024576$242.5K0.1%+576NewHolders
Q4 20230$00.0%−746−100.0%Sold outHolders
Q3 2023746$235.6K0.2%+137+22.5%AddedHolders
Q2 2023609$207.4K0.1%+609NewHolders