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Ascent Wealth Partners, LLC → MSFT

Ascent Wealth Partners, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$30.8M
Q3 2026
Peak value
$30.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$23.2M
Q1 2026$18.2M
Q2 2026$22.7M
Q3 2026$332K
Q3 2026$30.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$30.8M60.0K——
Q3 2026$332K647——
Q2 2026$22.7M60.9K——
Q1 2026$18.2M49.3K——
Q4 2025$23.2M47.9K——

Other funds holding MSFT

Other Ascent Wealth Partners, LLC positions

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ETHA

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ETHA

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QQQ

INVESCO QQQ TR

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AAPL

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$55.9M
QQQ

INVESCO QQQ TR

$55.7M