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Turtle Creek Wealth Advisors, LLC

SEC CIK
0002007171
Latest filing
Jul 27, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Turtle Creek Wealth 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)
119,704
Value
$44.6M
% of portfolio
2.4%
Quarters held
11
Since Q4 2023
Holdings of MSFT by Turtle Creek Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026119,704$44.6M2.4%+13,478+12.7%AddedHolders
Q1 2026106,226$39.3M3.0%+10,027+10.4%AddedHolders
Q4 202596,199$46.5M3.7%+10,907+12.8%AddedHolders
Q3 202585,292$44.2M3.9%+23,298+37.6%AddedHolders
Q2 202561,994$30.8M3.6%+4,320+7.5%AddedHolders
Q1 202557,674$21.7M3.2%+21,679+60.2%AddedHolders
Q4 202435,995$15.2M3.5%+4,684+15.0%AddedHolders
Q3 202431,311$13.5M2.7%+1,003+3.3%AddedHolders
Q2 202430,308$13.5M3.1%+3,778+14.2%AddedHolders
Q1 202426,530$11.2M2.7%+1,391+5.5%AddedHolders
Q4 202325,139$9.45M2.8%–No prior filingHolders