SEC 13F Intelligence

U S Wealth Group, LLC. / MSFT

U S Wealth Group, LLC.’s Microsoft Corp Position

Does U S Wealth Group, LLC. own Microsoft Corp (MSFT)? Yes — 11.0K shares worth $5M (+3.52% of its 13F portfolio) as of Q1 2026, down from 11.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
11.0K
% of Portfolio
+3.52%
Quarters Held
5
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $6MQ3 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.0K$5M+3.52%
Q3 202511.1K$6M+3.77%
Q2 202512.7K$6M+4.91%
Q1 202511.9K$4M+3.55%
Q4 202412.2K$5M+3.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See U S Wealth Group, LLC.’s full portfolio or all institutional holders of MSFT.