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Asset One Wealth Management LLC → MSFT

Asset One Wealth Management LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$56.3M
Q3 2026
Peak value
$56.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$28.4M
Q1 2026$39.7M
Q2 2026$38M
Q3 2026$56.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$56.3M109.7K——
Q2 2026$38M96.0K——
Q1 2026$39.7M93.6K——
Q4 2025$28.4M67.1K——

Other funds holding MSFT

Other Asset One Wealth Management LLC positions

AAPL

APPLE INC

$40.3M
OUNZ

VANECK MERK GOLD ETF

$34.3M
AAPL

APPLE INC

$33.9M
OUNZ

VANECK MERK GOLD ETF

$33.6M
OUNZ

VANECK MERK GOLD ETF

$31.3M
OUNZ

VANECK MERK GOLD ETF

$30.7M
ETHA

INVESCO EXCH TRADED FD TR II

$29.8M
ETHA

INVESCO EXCH TRADED FD TR II

$28.5M