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Blake Schutter Theil Wealth Advisors, LLC → MSFT

Blake Schutter Theil Wealth Advisors, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q4 2025$1.4M
Q1 2026$1.1M
Q2 2026$1.2M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M3.7K——
Q2 2026$1.2M3.1K——
Q1 2026$1.1M2.9K——
Q4 2025$1.4M2.9K——
Q3 2025$1.5M2.9K——

Other funds holding MSFT

Other Blake Schutter Theil Wealth Advisors, LLC positions

FIS

FIDELITY COVINGTON TRUST

$19.6M
FIS

FIDELITY COVINGTON TRUST

$19M
FIS

FIDELITY COVINGTON TRUST

$18.3M
FIS

FIDELITY COVINGTON TRUST

$17.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.8M
VGES

VANGUARD STAR FDS

$9M
VGES

VANGUARD STAR FDS

$9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.9M