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Accel Wealth Management → MSFT

Accel Wealth Management MSFT Position History

Microsoft Corporation • Technology

Quarters held
8
Latest value
$4.4M
Q3 2026
Peak value
$8.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.8M
Q4 2025$4.6M
Q1 2026$6.3M
Q1 2026$3.5M
Q2 2026$7.5M
Q2 2026$3.5M
Q3 2026$8.8M
Q3 2026$4.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.4M8.5K——
Q3 2026$8.8M157.9K——
Q2 2026$3.5M9.4K——
Q2 2026$7.5M139.1K——
Q1 2026$3.5M9.5K——
Q1 2026$6.3M118.8K——
Q4 2025$4.6M9.6K——
Q4 2025$4.8M95.8K——

Other funds holding MSFT

Other Accel Wealth Management positions

ETHA

ISHARES TR

$22M
ETHA

ISHARES TR

$19.6M
ETHA

ISHARES TR

$17.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$17M
ETHA

ISHARES TR

$16M
SCHW-PJ

SCHWAB STRATEGIC TR

$14.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$12M