SEC 13F Intelligence

Vericrest Private Wealth / MSFT

Vericrest Private Wealth’s Microsoft Corp Position

Does Vericrest Private Wealth own Microsoft Corp (MSFT)? Yes — 4.5K shares worth $2M (+1.50% of its 13F portfolio) as of Q1 2026, up from 4.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.5K
% of Portfolio
+1.50%
Quarters Held
4
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ2 ’22Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.5K$2M+1.50%
Q2 20224.5K$1M+1.42%
Q1 20224.5K$1M+1.44%
Q4 20214.5K$2M+1.40%

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