SEC 13F Intelligence

Ark Wealth Advisors LLC / MSFT

Ark Wealth Advisors LLC’s Microsoft Corp Position

Does Ark Wealth Advisors LLC own Microsoft Corp (MSFT)? Yes4.5K shares worth $2M (+1.65% of its 13F portfolio) as of Q1 2026, up from 4.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.5K
% of Portfolio
+1.65%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.5K$2M+1.65%
Q4 20254.0K$2M+2.07%

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