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Great Waters Wealth Management

SEC CIK
0001964535
Latest filing
Jul 8, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Great Waters 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)
5,313
Value
$1.98M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of MSFT by Great Waters Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,313$1.98M0.2%+254+5.0%AddedHolders
Q1 20265,059$1.87M0.2%+150+3.1%AddedHolders
Q4 20254,909$2.37M0.3%−441−8.2%ReducedHolders
Q3 20255,350$2.77M0.3%+67+1.3%AddedHolders
Q2 20255,283$2.63M0.3%+248+4.9%AddedHolders
Q1 20255,035$1.89M0.3%−318−5.9%ReducedHolders
Q4 20245,353$2.26M0.3%+225+4.4%AddedHolders
Q3 20245,128$2.21M0.3%+8+0.2%AddedHolders
Q2 20245,120$2.29M0.3%+362+7.6%AddedHolders
Q1 20244,758$2.00M0.3%+277+6.2%AddedHolders
Q4 20234,481$1.66M0.3%+11+0.2%AddedHolders
Q3 20234,470$1.46M0.3%+72+1.6%AddedHolders
Q2 20234,398$1.50M0.3%−217−4.7%ReducedHolders
Q1 20234,615$1.32M0.3%−164−3.4%ReducedHolders
Q4 20224,779$1.15M0.2%–No prior filingHolders