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Navigate Wealth Management, LLC

SEC CIK
0002127791
Latest filing
Jul 23, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Navigate 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)
3,975
Value
$1.57M
% of portfolio
1.0%
Quarters held
2
Since Q1 2026
Holdings of MSFT by Navigate Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,975$1.57M1.0%00.0%UnchangedHolders
Q1 20263,975$1.69M1.2%–No prior filingHolders