SEC 13F Intelligence

Prevail Innovative Wealth Advisors, LLC / MSFT

Prevail Innovative Wealth Advisors, LLC’s Microsoft Corp Position

Does Prevail Innovative Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes — 28.6K shares worth $11M (+1.78% of its 13F portfolio) as of Q1 2026, up from 14.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
28.6K
% of Portfolio
+1.78%
Quarters Held
12
currently held

Position History MSFT

Reported value by quarter
Q2 ’23: $581,149Q2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $843,544Q2 ’24: $969,882Q2 ’24Q3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $7MQ2 ’25Q3 ’25: $6MQ4 ’25: $7MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.6K$11M+1.78%
Q4 202514.0K$7M+1.21%
Q3 202511.3K$6M+1.13%
Q2 202513.2K$7M+1.47%
Q1 202513.3K$5M+1.33%
Q4 202410.9K$5M+1.32%
Q3 20249.0K$4M+1.18%
Q2 20242.2K$969,882+0.34%
Q1 20242.0K$843,544+0.31%
Q4 202310.2K$4M+1.83%
Q3 20239.1K$3M+1.49%
Q2 20231.7K$581,149+0.32%

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