SEC 13F Intelligence

Delos Wealth Advisors, LLC / MSFT

Delos Wealth Advisors, LLC’s Microsoft Corp Position

Does Delos Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes14.6K shares worth $5M (+3.10% of its 13F portfolio) as of Q1 2026, up from 13.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.6K
% of Portfolio
+3.10%
Quarters Held
20
currently held

Position History MSFT

Reported value by quarter
Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $1MQ1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $4MQ4 ’24: $6MQ1 ’25: $5MQ1 ’25Q2 ’25: $7MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.6K$5M+3.10%
Q4 202513.5K$7M+4.31%
Q3 202513.5K$7M+4.71%
Q2 202513.7K$7M+5.32%
Q1 202514.0K$5M+4.15%
Q4 202413.7K$6M+4.60%
Q3 202410.3K$4M+3.86%
Q2 20246.4K$3M+2.75%
Q1 20244.0K$2M+1.89%
Q4 20233.5K$1M+1.89%
Q3 20233.9K$1M+1.56%
Q2 20234.2K$1M+1.52%
Q1 20234.2K$1M+1.52%
Q4 20225.3K$1M+1.94%
Q3 20226.6K$2M+1.84%
Q2 20226.4K$2M+1.83%
Q1 20226.3K$2M+1.91%
Q4 20216.4K$2M+2.05%
Q3 20215.8K$2M+1.80%
Q2 20216.9K$2M+2.32%

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