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Precedent Wealth Partners, LLC

SEC CIK
0002008666
Latest filing
Jul 21, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Precedent Wealth Partners, 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)
13,221
Value
$4.93M
% of portfolio
0.8%
Quarters held
11
Since Q4 2023
Holdings of MSFT by Precedent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,221$4.93M0.8%+2,651+25.1%AddedHolders
Q1 202610,570$3.91M0.8%+212+2.0%AddedHolders
Q4 202510,358$5.01M1.1%+296+2.9%AddedHolders
Q3 202510,062$5.21M1.1%+271+2.8%AddedHolders
Q2 20259,791$4.87M1.2%+671+7.4%AddedHolders
Q1 20259,120$3.42M1.0%+730+8.7%AddedHolders
Q4 20248,390$3.54M1.2%+41+0.5%AddedHolders
Q3 20248,349$3.59M1.2%+372+4.7%AddedHolders
Q2 20247,977$3.57M1.4%+379+5.0%AddedHolders
Q1 20247,598$3.20M1.4%+177+2.4%AddedHolders
Q4 20237,421$2.79M1.4%–No prior filingHolders