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Convergence Financial, LLC → MSFT
Convergence Financial, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$12.2M
Q3 2026
Peak value
$18.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.6M |
| Q4 2025 | $8.1M |
| Q1 2026 | $13.7M |
| Q2 2026 | $18.1M |
| Q3 2026 | $12.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.2M | 23.8K | — | — |
| Q2 2026 | $18.1M | 48.4K | — | — |
| Q1 2026 | $13.7M | 36.9K | — | — |
| Q4 2025 | $8.1M | 16.8K | — | — |
| Q3 2025 | $8.6M | 16.6K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B