SEC 13F Intelligence

Centricity Wealth Management, LLC / MSFT

Centricity Wealth Management, LLC’s Microsoft Corp Position

Does Centricity Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 3.9K shares worth $2M (+1.56% of its 13F portfolio) as of Q2 2025, down from 4.0K shares the prior filed quarter.

Position Value
$2M
Q2 2025
Shares
3.9K
% of Portfolio
+1.56%
Quarters Held
3
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20253.9K$2M+1.56%
Q1 20254.0K$1M+1.35%
Q4 20244.0K$2M+1.56%

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