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Abacus Wealth Partners, LLC → MSFT

Abacus Wealth Partners, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
10
Latest value
$9.2M
Q3 2026
Peak value
$13.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$670K
Q3 2025$4M
Q4 2025$711K
Q4 2025$13.9M
Q1 2026$920K
Q1 2026$10.5M
Q2 2026$942K
Q2 2026$7.4M
Q3 2026$974K
Q3 2026$9.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.2M18.0K——
Q3 2026$974K17.4K——
Q2 2026$7.4M19.7K——
Q2 2026$942K17.4K——
Q1 2026$10.5M28.3K——
Q1 2026$920K17.4K——
Q4 2025$13.9M28.8K——
Q4 2025$711K14.2K——
Q3 2025$4M7.8K——
Q3 2025$670K14.5K——

Other funds holding MSFT

Other Abacus Wealth Partners, LLC positions

AMD

Dimensional U S Targeted Value ETF

$84.8M
AMD

DIMENSIONAL ETF TRUST

$83.9M
AMD

Dimensional U S Targeted Value ETF

$81.4M
AMD

Dimensional U S Targeted Value ETF

$71.6M
FGRS

Figure Technology Soluti Class A

$65.2M
AMD

Dimensional U.S. Targeted Value ETF

$65M
NVDA

Nvidia Corp

$21.2M
NVDA

Nvidia Corp

$19.4M
Abacus Wealth Partners, LLC MSFT Holdings: 13F Position History | Track13F