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NerdWallet Wealth Partners, LLC

SEC CIK
0002079593
Latest filing
Jul 7, 2026

MSFT holding history

Microsoft Corp in every 13F filed by NerdWallet 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)
4,215
Value
$1.57M
% of portfolio
0.5%
Quarters held
4
Since Q3 2025
Holdings of MSFT by NerdWallet Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,215$1.57M0.5%+25+0.6%AddedHolders
Q1 20264,190$1.55M0.7%−394−8.6%ReducedHolders
Q4 20254,584$2.22M1.0%−17−0.4%ReducedHolders
Q3 20254,601$2.38M1.2%–No prior filingHolders