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4WEALTH ADVISORS, INC. → MSFT

4WEALTH ADVISORS, INC. MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$2.4M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.5M
Q4 2025$2.6M
Q1 2026$2.2M
Q2 2026$2.5M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M4.8K——
Q2 2026$2.5M6.7K——
Q1 2026$2.2M6.0K——
Q4 2025$2.6M5.4K——
Q3 2025$2.5M4.7K——

Other funds holding MSFT

Other 4WEALTH ADVISORS, INC. positions

VGES

VANGUARD INDEX FDS

$16.9M
STT-PG

SPDR SERIES TRUST

$7.2M
STT-PG

SPDR SERIES TRUST

$6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.4M