Skip to main content

Berry Wealth Group, LP

SEC CIK
0002008410
Latest filing
Aug 12, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Berry Wealth Group, LP, 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)
4,686
Value
$1.75M
% of portfolio
5.6%
Quarters held
11
Since Q4 2023
Holdings of MSFT by Berry Wealth Group, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,686$1.75M5.6%+24+0.5%AddedHolders
Q1 20264,662$1.73M6.4%−240−4.9%ReducedHolders
Q4 20254,902$2.37M8.3%−205−4.0%ReducedHolders
Q3 20255,107$2.65M8.6%−13,347−72.3%ReducedHolders
Q2 202518,454$9.18M6.4%+119+0.6%AddedHolders
Q1 202518,335$6.88M5.4%−114−0.6%ReducedHolders
Q4 202418,449$7.78M5.6%−384−2.0%ReducedHolders
Q3 202418,833$8.10M5.8%−698−3.6%ReducedHolders
Q2 202419,531$8.73M7.0%+562+3.0%AddedHolders
Q1 202418,969$7.98M6.6%+1,043+5.8%AddedHolders
Q4 202317,926$6.74M6.2%–No prior filingHolders