MICROSOFT CORP · CUSIP 594918104 · CIK 2021232
As of 2026-06-30, Diversify Advisory Services, LLC reported 182.47K MSFT (shares), valued at $71.00M, or 1.19% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 380.65%; reported value increased 340.61%, and weight changed -1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.19% | 182,468 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 2.46% | 37,963 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 1.57% | 108,012 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 2.10% | 121,054 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.68% | 132,367 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.07% | 84,037 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 2.14% | 92,795 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 2.10% | 91,502 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 2.28% | 90,449 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 2.23% | 89,263 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 2.23% | 89,263 | $37.90M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 2.28% | 90,449 | $41.57M | Shares increased 1.33%; reported value increased 9.67%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 2.10% | 91,502 | $39.12M | Shares increased 1.16%; reported value decreased 5.89%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 2.14% | 92,795 | $38.88M | Shares increased 1.41%; reported value decreased 0.62%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 2.07% | 84,037 | $33.11M | Shares decreased 9.44%; reported value decreased 14.82%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 2.68% | 132,367 | $70.05M | Shares increased 57.51%; reported value increased 111.55%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.10% | 121,054 | $62.59M | Shares decreased 8.55%; reported value decreased 10.66%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.57% | 108,012 | $49.67M | Shares decreased 10.77%; reported value decreased 20.64%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 2.46% | 37,963 | $16.11M | Shares decreased 64.85%; reported value decreased 67.56%, and weight changed +0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 1.19% | 182,468 | $71.00M | Shares increased 380.65%; reported value increased 340.61%, and weight changed -1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.