SEC 13F Intelligence

Ridgecrest Wealth Partners, LLC / MSFT

Ridgecrest Wealth Partners, LLC’s Microsoft Corp Position

Does Ridgecrest Wealth Partners, LLC own Microsoft Corp (MSFT)? Yes15.1K shares worth $6M (+3.09% of its 13F portfolio) as of Q1 2026, up from 15.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
15.1K
% of Portfolio
+3.09%
Quarters Held
21
currently held

Position History MSFT

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ1 ’24: $6MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $8MQ3 ’25: $9MQ3 ’25Q4 ’25: $7MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.1K$6M+3.09%
Q4 202515.0K$7M+3.94%
Q3 202517.0K$9M+3.99%
Q2 202517.0K$8M+4.47%
Q1 202517.1K$6M+3.36%
Q4 202416.5K$7M+3.78%
Q3 202416.3K$7M+3.65%
Q2 202415.6K$7M+4.20%
Q1 202415.2K$6M+3.80%
Q4 202315.4K$6M+3.82%
Q3 202315.4K$5M+3.41%
Q2 202315.3K$5M+3.45%
Q1 202315.1K$4M+3.09%
Q4 202215.3K$4M+2.78%
Q3 202215.2K$4M+2.89%
Q2 202215.2K$4M+2.85%
Q1 202215.2K$5M+2.97%
Q4 202115.1K$5M+2.47%
Q3 202113.5K$4M+2.07%
Q2 202112.0K$3M+2.04%
Q1 20218.8K$2M+1.98%

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