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Concurrent Investment Advisors, LLC → MSFT
Concurrent Investment Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
20
Latest value
$367.1M
Q3 2026
Peak value
$367.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $480K |
| Q3 2025 | $221.9M |
| Q4 2025 | $569K |
| Q4 2025 | $245.1M |
| Q4 2025 | $2.9M |
| Q4 2025 | $1.9M |
| Q4 2025 | $26.2M |
| Q1 2026 | $916K |
| Q1 2026 | $1.5M |
| Q1 2026 | $37K |
| Q1 2026 | $189.1M |
| Q1 2026 | $26M |
| Q2 2026 | $965K |
| Q2 2026 | $1.5M |
| Q2 2026 | $208.3M |
| Q2 2026 | $32.3M |
| Q3 2026 | $1.3M |
| Q3 2026 | $2.6M |
| Q3 2026 | $19M |
| Q3 2026 | $367.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $367.1M | 715.7K | — | — |
| Q3 2026 | $19M | 36.9K | — | — |
| Q3 2026 | $2.6M | 5.0K | — | — |
| Q3 2026 | $1.3M | 23.5K | — | — |
| Q2 2026 | $32.3M | 86.5K | — | — |
| Q2 2026 | $208.3M | 558.3K | — | — |
| Q2 2026 | $1.5M | 4.0K | — | — |
| Q2 2026 | $965K | 17.9K | — | — |
| Q1 2026 | $26M | 70.2K | — | — |
| Q1 2026 | $189.1M | 510.8K | — | — |
| Q1 2026 | $37K | 100 | — | — |
| Q1 2026 | $1.5M | 4.0K | — | — |
| Q1 2026 | $916K | 17.4K | — | — |
| Q4 2025 | $26.2M | 54.3K | — | — |
| Q4 2025 | $1.9M | 4.0K | — | — |
| Q4 2025 | $2.9M | 6.0K | — | — |
| Q4 2025 | $245.1M | 506.9K | — | — |
| Q4 2025 | $569K | 11.4K | — | — |
| Q3 2025 | $221.9M | 428.5K | — | — |
| Q3 2025 | $480K | 10.4K | — | — |
Other funds holding MSFT
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$148.8B
$148.1B
$134.1B