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Ehrlich Financial Group

SEC CIK
0002010632
Latest filing
Jul 9, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Ehrlich Financial Group, 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)
1,308
Value
$487.9K
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of MSFT by Ehrlich Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,308$487.9K0.3%−25−1.9%ReducedHolders
Q1 20261,333$493.5K0.3%+110+9.0%AddedHolders
Q4 20251,223$591.5K0.3%00.0%UnchangedHolders
Q3 20251,223$633.5K0.4%+12+1.0%AddedHolders
Q2 20251,211$602.4K0.4%−13−1.1%ReducedHolders
Q1 20251,224$459.4K0.3%+53+4.5%AddedHolders
Q4 20241,171$493.7K0.4%−22−1.8%ReducedHolders
Q3 20241,193$513.4K0.4%−20−1.6%ReducedHolders
Q2 20241,213$542.1K0.4%+164+15.6%AddedHolders
Q1 20241,049$441.2K0.4%−23−2.1%ReducedHolders
Q4 20231,072$402.9K0.4%–No prior filingHolders