SEC 13F Intelligence

Ars Wealth Advisors Group, LLC / MSFT

Ars Wealth Advisors Group, LLC’s Microsoft Corp Position

Does Ars Wealth Advisors Group, LLC own Microsoft Corp (MSFT)? Yes85.1K shares worth $31M (+2.66% of its 13F portfolio) as of Q1 2026, up from 82.6K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
85.1K
% of Portfolio
+2.66%
Quarters Held
19
currently held

Position History MSFT

Reported value by quarter
Q3 ’21: $20MQ3 ’21Q4 ’21: $23MQ1 ’22: $21MQ2 ’22: $17MQ2 ’22Q3 ’22: $17MQ4 ’22: $16MQ1 ’23: $20MQ1 ’23Q2 ’23: $24MQ3 ’23: $21MQ4 ’23: $31MQ4 ’23Q1 ’24: $35MQ2 ’24: $36MQ3 ’24: $35MQ3 ’24Q4 ’24: $35MQ1 ’25: $31MQ2 ’25: $41MQ2 ’25Q3 ’25: $42MQ4 ’25: $40MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202685.1K$31M+2.66%
Q4 202582.6K$40M+3.60%
Q3 202582.0K$42M+4.19%
Q2 202581.8K$41M+4.69%
Q1 202581.8K$31M+4.33%
Q4 202482.6K$35M+4.78%
Q3 202480.8K$35M+4.27%
Q2 202481.6K$36M+4.73%
Q1 202482.5K$35M+4.69%
Q4 202383.7K$31M+4.66%
Q3 202365.7K$21M+3.40%
Q2 202369.4K$24M+3.75%
Q1 202370.0K$20M+3.72%
Q4 202266.0K$16M+2.61%
Q3 202271.8K$17M+2.56%
Q2 202267.5K$17M+2.38%
Q1 202268.2K$21M+3.67%
Q4 202168.9K$23M+3.89%
Q3 202169.9K$20M+3.58%

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