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Livermore
Livermore
ZHEN

Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Quantum Financial Advisors, 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)
17,205
Value
$6.42M
% of portfolio
0.6%
Quarters held
17
Since Q2 2022
Holdings of MSFT by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,205$6.42M0.6%+1,054+6.5%AddedHolders
Q1 202616,151$5.98M0.7%+682+4.4%AddedHolders
Q4 202515,469$7.48M0.8%+766+5.2%AddedHolders
Q3 202514,703$7.62M0.9%00.0%UnchangedHolders
Q2 202514,703$7.31M1.0%−450−3.0%ReducedHolders
Q1 202515,153$5.69M0.8%−637−4.0%ReducedHolders
Q4 202415,790$6.66M1.0%+504+3.3%AddedHolders
Q3 202415,286$6.58M1.0%+1,731+12.8%AddedHolders
Q2 202413,555$6.06M1.1%+70+0.5%AddedHolders
Q1 202413,485$5.67M1.0%+26+0.2%AddedHolders
Q4 202313,459$5.06M1.2%−490−3.5%ReducedHolders
Q3 202313,949$4.40M1.3%+718+5.4%AddedHolders
Q2 202313,231$4.51M1.3%00.0%UnchangedHolders
Q1 202313,231$3.81M1.2%00.0%UnchangedHolders
Q4 202213,231$3.17M1.4%+27+0.2%AddedHolders
Q3 202213,204$3.08M1.4%+40.0%AddedHolders
Q2 202213,200$3.82M1.4%–No prior filingHolders