SEC 13F Intelligence

Heritage Wealth Partners, LLC / MSFT

Heritage Wealth Partners, LLC’s Microsoft Corp Position

Does Heritage Wealth Partners, LLC own Microsoft Corp (MSFT)? Yes — 5.3K shares worth $2M (+3.01% of its 13F portfolio) as of Q1 2025, down from 7.5K shares the prior filed quarter.

Position Value
$2M
Q1 2025
Shares
5.3K
% of Portfolio
+3.01%
Quarters Held
9
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $2MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20255.3K$2M+3.01%
Q4 20247.5K$3M+3.94%
Q3 20246.9K$3M+3.47%
Q2 20247.3K$3M+4.72%
Q1 20247.3K$3M+5.57%
Q4 20237.3K$3M+5.57%
Q3 20237.3K$2M+4.89%
Q2 20236.0K$2M+1.21%
Q4 20226.6K$2M+1.48%

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