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Acorn Wealth Advisors, LLC → MSFT

Acorn Wealth Advisors, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
11
Latest value
$8.9M
Q3 2026
Peak value
$8.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$756K
Q3 2025$8.4M
Q3 2025$203K
Q4 2025$843K
Q4 2025$7.8M
Q1 2026$931K
Q1 2026$6.1M
Q2 2026$954K
Q2 2026$6.2M
Q3 2026$1M
Q3 2026$8.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.9M17.4K——
Q3 2026$1M18.2K——
Q2 2026$6.2M16.7K——
Q2 2026$954K17.7K——
Q1 2026$6.1M16.5K——
Q1 2026$931K17.6K——
Q4 2025$7.8M16.1K——
Q4 2025$843K16.9K——
Q3 2025$203K55——
Q3 2025$8.4M16.3K——
Q3 2025$756K16.4K——

Other funds holding MSFT

Other Acorn Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$20.2M
VGES

VANGUARD BD INDEX FDS

$19.7M
VGES

VANGUARD BD INDEX FDS

$19.6M
VGES

VANGUARD BD INDEX FDS

$18.3M
VGES

VANGUARD BD INDEX FDS

$18.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$13M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.6M