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ORG Wealth Partners, LLC

SEC CIK
0002032602
Latest filing
Jul 30, 2026

MSFT holding history

Microsoft Corp in every 13F filed by ORG 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)
10,941
Value
$4.08M
% of portfolio
0.6%
Quarters held
8
Since Q3 2024
Holdings of MSFT by ORG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,941$4.08M0.6%−366−3.2%ReducedHolders
Q1 202611,307$4.19M0.8%+398+3.6%AddedHolders
Q4 202510,909$5.28M1.2%−30−0.3%ReducedHolders
Q3 202510,939$5.67M1.2%+2,537+30.2%AddedHolders
Q2 20258,402$4.14M1.0%+169+2.1%AddedHolders
Q1 20258,233$3.15M1.0%+1,724+26.5%AddedHolders
Q4 20246,509$2.74M0.8%+347+5.6%AddedHolders
Q3 20246,162$2.65M0.9%–No prior filingHolders