SEC 13F Intelligence

Crux Wealth Advisors / MSFT

Crux Wealth Advisors’s Microsoft Corp Position

Does Crux Wealth Advisors own Microsoft Corp (MSFT)? Yes — 14.5K shares worth $5M (+2.07% of its 13F portfolio) as of Q1 2026, up from 14.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.5K
% of Portfolio
+2.07%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.5K$5M+2.07%
Q4 202514.3K$7M+2.58%
Q3 202515.1K$8M+3.09%
Q2 202514.8K$7M+3.12%
Q1 202515.1K$6M+2.96%
Q4 202414.6K$6M+3.43%

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