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Asset One Wealth Management LLC

SEC CIK
0002110759
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Asset One Wealth Management 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)
96,016
Value
$38.0M
% of portfolio
4.0%
Quarters held
3
Since Q4 2025
Holdings of MSFT by Asset One Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202696,016$38.0M4.0%+2,405+2.6%AddedHolders
Q1 202693,611$39.7M4.4%+26,537+39.6%AddedHolders
Q4 202567,074$28.4M3.9%–No prior filingHolders