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Balboa Wealth Partners MSFT Position History
Microsoft Corporation • Technology
Quarters held
7
Latest value
$29.8M
Q3 2026
Peak value
$29.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $246K |
| Q3 2025 | $29.1M |
| Q4 2025 | $249K |
| Q4 2025 | $27.1M |
| Q1 2026 | $21M |
| Q2 2026 | $21.1M |
| Q3 2026 | $29.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.8M | 58.1K | — | — |
| Q2 2026 | $21.1M | 56.6K | — | — |
| Q1 2026 | $21M | 56.6K | — | — |
| Q4 2025 | $27.1M | 56.0K | — | — |
| Q4 2025 | $249K | 5.0K | — | — |
| Q3 2025 | $29.1M | 56.1K | — | — |
| Q3 2025 | $246K | 5.3K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B