SEC 13F Intelligence

Wealthpoint Financial, LLC / MSFT

Wealthpoint Financial, LLC’s Microsoft Corp Position

Does Wealthpoint Financial, LLC own Microsoft Corp (MSFT)? Yes3.9K shares worth $1M (+1.21% of its 13F portfolio) as of Q2 2026, up from 3.5K shares the prior filed quarter.

Position Value
$1M
Q2 2026
Shares
3.9K
% of Portfolio
+1.21%
Quarters Held
3
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20263.9K$1M+1.21%
Q1 20263.5K$2M+1.49%
Q4 20253.5K$2M+1.49%

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