SEC 13F Intelligence

Proactive Wealth Strategies LLC / MSFT

Proactive Wealth Strategies LLC’s Microsoft Corp Position

Does Proactive Wealth Strategies LLC own Microsoft Corp (MSFT)? Yes — 23.0K shares worth $9M (+1.60% of its 13F portfolio) as of Q1 2026, up from 10.5K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
23.0K
% of Portfolio
+1.60%
Quarters Held
7
currently held

Position History MSFT

Reported value by quarter
Q3 ’24: $3,770Q3 ’24Q4 ’24: $3,837Q4 ’24Q1 ’25: $3,429Q1 ’25Q2 ’25: $4,521Q2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.0K$9M+1.60%
Q4 202510.5K$5M+2.01%
Q3 20259.3K$5M+2.08%
Q2 20259.1K$4,521+2.13%
Q1 20259.1K$3,429+1.83%
Q4 20249.1K$3,837+2.00%
Q3 20248.8K$3,770+2.09%

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