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BEACON FINANCIAL GROUP MSFT Position History
Microsoft Corporation • Technology
Quarters held
4
Latest value
$11.9M
Q3 2026
Peak value
$11.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.8M |
| Q1 2026 | $7.5M |
| Q2 2026 | $7.8M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 23.2K | — | — |
| Q2 2026 | $7.8M | 21.0K | — | — |
| Q1 2026 | $7.5M | 20.1K | — | — |
| Q4 2025 | $9.8M | 20.3K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other BEACON FINANCIAL GROUP positions
BTCW
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BTCW
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ETHA
$51.4MISHARES CORE S&P 500 ETF
BTCW
$50.5MWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
ETHA
$48.4MISHARES CORE S&P 500 ETF
VGES
$33.1MVANGUARD MORNINGSTAR GROWTH ETF
VGES
$31.4MVANGUARD GROWTH INDEX FUND ETF SHARES