SEC 13F Intelligence

Prosperity Financial Group, Inc. / MSFT

Prosperity Financial Group, Inc.’s Microsoft Corp Position

Does Prosperity Financial Group, Inc. own Microsoft Corp (MSFT)? Yes — 19.7K shares worth $7M (+2.69% of its 13F portfolio) as of Q1 2026, up from 19.2K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
19.7K
% of Portfolio
+2.69%
Quarters Held
11
currently held

Position History MSFT

Reported value by quarter
Q3 ’23: $5MQ3 ’23Q4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $8MQ3 ’24: $8MQ3 ’24Q4 ’24: $8MQ1 ’25: $7MQ1 ’25Q2 ’25: $9MQ3 ’25: $10MQ3 ’25Q4 ’25: $9MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.7K$7M+2.69%
Q4 202519.2K$9M+3.35%
Q3 202518.7K$10M+3.55%
Q2 202518.2K$9M+3.85%
Q1 202519.1K$7M+3.57%
Q4 202419.5K$8M+4.10%
Q3 202419.3K$8M+4.65%
Q2 202418.0K$8M+5.09%
Q1 202417.8K$7M+4.62%
Q4 202316.7K$6M+4.35%
Q3 202316.4K$5M+4.28%

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