SEC 13F Intelligence

Wiser Advisor Group LLC / MSFT

Wiser Advisor Group LLC’s Microsoft Corp Position

Does Wiser Advisor Group LLC own Microsoft Corp (MSFT)? Yes — 4.3K shares worth $2M (+1.94% of its 13F portfolio) as of Q1 2026, down from 4.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.3K
% of Portfolio
+1.94%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.3K$2M+1.94%
Q4 20254.5K$2M+2.50%
Q3 20254.5K$2M+2.87%
Q2 20254.3K$2M+3.70%
Q1 20254.1K$2M+2.28%
Q4 20244.0K$2M+2.42%
Q3 20243.8K$2M+2.47%
Q2 20243.5K$2M+2.48%
Q1 20243.4K$1M+2.27%
Q4 20233.3K$1M+2.04%

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