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Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Carson Advisory Inc., 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)
8,261
Value
$3.08M
% of portfolio
1.4%
Quarters held
19
Since Q4 2021
Holdings of MSFT by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,261$3.08M1.4%+206+2.6%AddedHolders
Q1 20268,055$2.98M1.5%+366+4.8%AddedHolders
Q4 20257,689$3.72M1.9%−45−0.6%ReducedHolders
Q3 20257,734$4.01M2.2%+16+0.2%AddedHolders
Q2 20257,718$3.84M2.4%−21−0.3%ReducedHolders
Q1 20257,739$2.91M2.0%−29−0.4%ReducedHolders
Q4 20247,768$3.27M2.3%−2,198−22.1%ReducedHolders
Q3 20249,966$4.29M2.7%−152−1.5%ReducedHolders
Q2 202410,118$4.52M3.2%+129+1.3%AddedHolders
Q1 20249,989$4.20M3.0%+138+1.4%AddedHolders
Q4 20239,851$3.70M2.9%−70−0.7%ReducedHolders
Q3 20239,921$3.13M2.7%+480+5.1%AddedHolders
Q2 20239,441$3.21M2.7%−112−1.2%ReducedHolders
Q1 20239,553$2.75M2.4%−90−0.9%ReducedHolders
Q4 20229,643$2.31M2.2%+536+5.9%AddedHolders
Q3 20229,107$2.12M2.4%−57−0.6%ReducedHolders
Q2 20229,164$2.35M2.6%+385+4.4%AddedHolders
Q1 20228,779$2.71M2.7%+409+4.9%AddedHolders
Q4 20218,370$2.81M2.9%–No prior filingHolders