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Apella Capital, LLC → MSFT

Apella Capital, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
20
Latest value
$53K
Q3 2026
Peak value
$115M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$53.6M
Q3 2025$42.8M
Q4 2025$57.2M
Q4 2025$49.6M
Q1 2026$105.3M
Q1 2026$51.3M
Q2 2026$107.4M
Q2 2026$39K
Q2 2026$39K
Q2 2026$39K
Q2 2026$39K
Q2 2026$47.2M
Q2 2026$39K
Q2 2026$39K
Q3 2026$115M
Q3 2026$53K
Q3 2026$53K
Q3 2026$53K
Q3 2026$67.2M
Q3 2026$53K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$53K100——
Q3 2026$67.2M126.9K——
Q3 2026$53K100——
Q3 2026$53K100——
Q3 2026$53K100——
Q3 2026$115M2.08M——
Q2 2026$39K100——
Q2 2026$39K100——
Q2 2026$47.2M121.3K——
Q2 2026$39K100——
Q2 2026$39K100——
Q2 2026$39K100——
Q2 2026$39K100——
Q2 2026$107.4M1.94M——
Q1 2026$51.3M121.4K——
Q1 2026$105.3M1.90M——
Q4 2025$49.6M102.6K——
Q4 2025$57.2M1.15M——
Q3 2025$42.8M83.7K——
Q3 2025$53.6M1.17M——

Other funds holding MSFT

Other Apella Capital, LLC positions

VGES

VANGUARD INDEX FDS

$292.4M
VGES

VANGUARD INDEX FDS

$274.7M
VGES

VANGUARD INDEX FDS

$255.9M
VGES

VANGUARD INDEX FDS

$230.9M
HONA

DIMENSIONAL ETF TRUST

$204.4M
HONA

DIMENSIONAL ETF TRUST

$196.1M
HONA

DIMENSIONAL ETF TRUST

$188.2M
VGES

VANGUARD SCOTTSDALE FDS

$166.3M