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Livermore
Livermore
ZHEN

Chico Wealth RIA

SEC CIK
0001926037
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Chico Wealth RIA, 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)
2,593
Value
$967.1K
% of portfolio
0.5%
Quarters held
18
Since Q1 2022
Holdings of MSFT by Chico Wealth RIA, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,593$967.1K0.5%+562+27.7%AddedHolders
Q1 20262,031$752.0K0.5%−450−18.1%ReducedHolders
Q4 20252,481$1.20M0.8%+311+14.3%AddedHolders
Q3 20252,170$1.12M0.8%−39−1.8%ReducedHolders
Q2 20252,209$1.10M0.9%+126+6.0%AddedHolders
Q1 20252,083$781.9K0.7%+5+0.2%AddedHolders
Q4 20242,078$875.9K0.8%−250−10.7%ReducedHolders
Q3 20242,328$1.00M0.9%+258+12.5%AddedHolders
Q2 20242,070$925.2K0.8%+157+8.2%AddedHolders
Q1 20241,913$804.9K0.8%+461+31.7%AddedHolders
Q4 20231,452$546.0K0.6%00.0%UnchangedHolders
Q3 20231,452$458.5K0.5%−4−0.3%ReducedHolders
Q2 20231,456$495.8K0.6%00.0%UnchangedHolders
Q1 20231,456$419.8K0.5%00.0%UnchangedHolders
Q4 20221,456$349.2K0.4%00.0%UnchangedHolders
Q3 20221,456$339.0K0.4%00.0%UnchangedHolders
Q2 20221,456$374.0K0.3%00.0%UnchangedHolders
Q1 20221,456$449.0K0.4%–No prior filingHolders