SEC 13F Intelligence

Cogent Private Wealth, Inc. / MSFT

Cogent Private Wealth, Inc.’s Microsoft Corp Position

Does Cogent Private Wealth, Inc. own Microsoft Corp (MSFT)? Yes11.4K shares worth $4M (+3.06% of its 13F portfolio) as of Q1 2026, up from 11.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
11.4K
% of Portfolio
+3.06%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.4K$4M+3.06%
Q4 202511.3K$5M+4.18%

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