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StoneCrest Wealth Management, Inc.

SEC CIK
0002008409
Latest filing
Jul 9, 2026

MSFT holding history

Microsoft Corp in every 13F filed by StoneCrest Wealth Management, 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)
14,457
Value
$5.39M
% of portfolio
1.7%
Quarters held
11
Since Q4 2023
Holdings of MSFT by StoneCrest Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,457$5.39M1.7%+681+4.9%AddedHolders
Q1 202613,776$5.10M2.2%+209+1.5%AddedHolders
Q4 202513,567$6.56M2.6%+415+3.2%AddedHolders
Q3 202513,152$6.81M3.0%+60.0%AddedHolders
Q2 202513,146$6.54M3.1%−237−1.8%ReducedHolders
Q1 202513,383$5.02M3.2%−31−0.2%ReducedHolders
Q4 202413,414$5.65M3.7%+182+1.4%AddedHolders
Q3 202413,232$5.69M4.1%+213+1.6%AddedHolders
Q2 202413,019$5.82M4.4%+1,710+15.1%AddedHolders
Q1 202411,309$4.76M4.1%−205−1.8%ReducedHolders
Q4 202311,514$4.33M4.2%–No prior filingHolders