Back to MSFT
Cassaday & Co Wealth Management LLC → MSFT
Cassaday & Co Wealth Management LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$36.2M
Q3 2026
Peak value
$36.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36.1M |
| Q4 2025 | $34.7M |
| Q1 2026 | $78K |
| Q1 2026 | $26M |
| Q2 2026 | $79K |
| Q2 2026 | $26.5M |
| Q3 2026 | $82K |
| Q3 2026 | $36.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.2M | 70.5K | — | — |
| Q3 2026 | $82K | 1.5K | — | — |
| Q2 2026 | $26.5M | 71.0K | — | — |
| Q2 2026 | $79K | 1.5K | — | — |
| Q1 2026 | $26M | 70.3K | — | — |
| Q1 2026 | $78K | 1.5K | — | — |
| Q4 2025 | $34.7M | 71.7K | — | — |
| Q3 2025 | $36.1M | 69.7K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B