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Curio Wealth, LLC

SEC CIK
0002049201
Latest filing
Aug 7, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Curio Wealth, 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)
2,308
Value
$860.9K
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of MSFT by Curio Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,308$860.9K0.3%+29+1.3%AddedHolders
Q1 20262,279$843.7K0.3%+15+0.7%AddedHolders
Q4 20252,264$1.10M0.4%+261+13.0%AddedHolders
Q3 20252,003$1.04M0.4%−228−10.2%ReducedHolders
Q2 20252,231$1.11M0.5%+2,223+27,787.5%AddedHolders
Q1 20258$973.7K0.5%−2,274−99.6%ReducedHolders
Q4 20242,282$961.8K0.5%–No prior filingHolders