Microsoft Corporation
CH ˙ SWX ˙ US5949181045
SecurityCH:MSFT / Microsoft Corporation
InstitutionAquire Wealth Advisors, LLC
Latest Disclosed Ownership1,128 shares
Latest Disclosed Value $ 417,674
Aquire Wealth Advisors, LLC reports 47.84% increase in ownership of MSFT / Microsoft Corporation

On April 10, 2026 - Aquire Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,128 shares of Microsoft Corporation (CH:MSFT) valued at $417,674 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 763 shares of Microsoft Corporation. This represents a change in shares of 47.84% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F MICROSOFT COM 594918104 1,128 365 47.84 418 13.32 0.1098
2026-01-07 2025-12-31 13F MICROSOFT COM 594918104 763 -44 -5.45 369 -11.96 0.0959
2025-10-17 2025-09-30 13F MICROSOFT COM 594918104 807 85 11.77 418 16.43 0.1029
2025-07-22 2025-06-30 13F MICROSOFT COM 594918104 722 -4 -0.55 359 31.99 0.0965
2025-05-09 2025-03-31 13F MICROSOFT COM 594918104 726 18 2.54 273 -8.72 0.0840
2025-02-13 2024-12-31 13F MICROSOFT COM 594918104 708 -8 -1.12 299 -3.25 0.0925
2024-11-04 2024-09-30 13F MICROSOFT COM 594918104 716 24 3.47 308 -0.32 0.0968
2024-08-14 2024-06-30 13F MICROSOFT COM 594918104 692 82 13.44 309 20.70 0.1038
2024-05-13 2024-03-31 13F MICROSOFT COM 594918104 610 610 257 0.0897
2022-04-28 2022-03-31 13F MICROSOFT COM 594918104 0 -276 -100.00 0 -100.00
2022-02-09 2021-12-31 13F MICROSOFT COM 594918104 276 276 93 0.0487
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.