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Livermore
Livermore
ZHEN

OLIO Financial Planning

SEC CIK
0001906766
Latest filing
Jul 17, 2026

MSFT holding history

Microsoft Corp in every 13F filed by OLIO Financial Planning, 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)
1,215
Value
$453.1K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MSFT by OLIO Financial Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,215$453.1K0.1%−62−4.9%ReducedHolders
Q1 20261,277$472.5K0.1%+69+5.7%AddedHolders
Q4 20251,208$584.2K0.2%+26+2.2%AddedHolders
Q3 20251,182$612.2K0.2%−17−1.4%ReducedHolders
Q2 20251,199$596.6K0.2%−95−7.3%ReducedHolders
Q1 20251,294$485.6K0.2%+83+6.9%AddedHolders
Q4 20241,211$510.4K0.2%+58+5.0%AddedHolders
Q3 20241,153$432.6K0.2%00.0%UnchangedHolders
Q2 20241,153$432.6K0.2%00.0%UnchangedHolders
Q1 20241,153$432.6K0.2%00.0%UnchangedHolders
Q4 20231,153$432.6K0.2%+21+1.9%AddedHolders
Q3 20231,132$357.5K0.2%+1+0.1%AddedHolders
Q2 20231,131$385.3K0.2%+71+6.7%AddedHolders
Q1 20231,060$305.7K0.2%−32−2.9%ReducedHolders
Q4 20221,092$262.1K0.1%−17−1.5%ReducedHolders
Q3 20221,109$258.0K0.2%−29−2.5%ReducedHolders
Q2 20221,138$292.0K0.2%+110+10.7%AddedHolders
Q1 20221,028$317.0K0.2%+203+24.6%AddedHolders
Q4 2021825$277.0K0.2%–No prior filingHolders