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Aviso Wealth Management

SEC CIK
0002011802
Latest filing
Aug 4, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Aviso Wealth Management, 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)
19,643
Value
$7.33M
% of portfolio
2.9%
Quarters held
11
Since Q4 2023
Holdings of MSFT by Aviso Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,643$7.33M2.9%+429+2.2%AddedHolders
Q1 202619,214$7.11M3.2%+998+5.5%AddedHolders
Q4 202518,216$8.81M3.7%−224−1.2%ReducedHolders
Q3 202518,440$9.55M4.2%+246+1.4%AddedHolders
Q2 202518,194$9.05M4.2%+801+4.6%AddedHolders
Q1 202517,393$6.53M3.5%+921+5.6%AddedHolders
Q4 202416,472$6.94M3.5%+944+6.1%AddedHolders
Q3 202415,528$6.68M3.6%−13−0.1%ReducedHolders
Q2 202415,541$6.95M4.1%−64−0.4%ReducedHolders
Q1 202415,605$6.57M4.1%−42−0.3%ReducedHolders
Q4 202315,647$5.88M4.3%–No prior filingHolders