SEC 13F Intelligence

4wealth Advisors, Inc. / MSFT

4wealth Advisors, Inc.’s Microsoft Corp Position

Does 4wealth Advisors, Inc. own Microsoft Corp (MSFT)? Yes — 6.7K shares worth $2M (+1.89% of its 13F portfolio) as of Q2 2026, up from 6.0K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
6.7K
% of Portfolio
+1.89%
Quarters Held
7
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20266.7K$2M+1.89%
Q1 20266.0K$2M+1.84%
Q4 20255.4K$3M+2.23%
Q3 20254.7K$2M+2.19%
Q2 20254.4K$2M+2.22%
Q1 20254.5K$2M+1.85%
Q4 20244.1K$2M+1.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 4wealth Advisors, Inc.’s full portfolio or all institutional holders of MSFT.