Back to MSFT

ADVOCATE GROUP LLC → MSFT

ADVOCATE GROUP LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$12.5M
Q3 2026
Peak value
$12.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$12.8M
Q4 2025$10.6M
Q1 2026$8M
Q2 2026$8.9M
Q3 2026$12.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.5M24.3K——
Q2 2026$8.9M23.9K——
Q1 2026$8M21.7K——
Q4 2025$10.6M21.9K——
Q3 2025$12.8M24.7K——

Other funds holding MSFT

Other ADVOCATE GROUP LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$38.5M
VGES

VANGUARD TAX-MANAGED FDS

$37.8M
VGES

VANGUARD TAX-MANAGED FDS

$34.6M
VGES

VANGUARD TAX-MANAGED FDS

$32.4M
VGES

VANGUARD TAX-MANAGED FDS

$29.8M
VGES

VANGUARD INDEX FDS

$28.3M
VGES

VANGUARD INDEX FDS

$27.5M
GIS

GENERAL MLS INC

$27.3M