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Blue Zone Wealth Advisors, LLC → MSFT

Blue Zone Wealth Advisors, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$35.6M
Q3 2026
Peak value
$35.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$19.3M
Q1 2026$22.3M
Q2 2026$22.9M
Q3 2026$35.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$35.6M69.4K——
Q2 2026$22.9M61.3K——
Q1 2026$22.3M60.3K——
Q4 2025$19.3M39.8K——

Other funds holding MSFT

Other Blue Zone Wealth Advisors, LLC positions

QQQ

INVESCO QQQ TR

$44.1M
AMZN

AMAZON COM INC

$43.6M
QQQ

INVESCO QQQ TR

$43.1M
AMZN

AMAZON COM INC

$41.3M
NVDA

NVIDIA CORPORATION

$36.8M
AAPL

APPLE INC

$35M
SPCX

SPACE EXPLORATION TECHN CORP

$35M
QQQ

INVESCO QQQ TR

$33.8M