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Cooper Financial Group → MSFT

Cooper Financial Group MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$33.2M
Q3 2026
Peak value
$33.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$29.9M
Q1 2026$22.4M
Q2 2026$22.1M
Q3 2026$3.3M
Q3 2026$33.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$33.2M64.7K——
Q3 2026$3.3M58.8K——
Q2 2026$22.1M59.3K——
Q1 2026$22.4M60.4K——
Q4 2025$29.9M61.8K——

Other funds holding MSFT

Other Cooper Financial Group positions

SCHW-PJ

SCHWAB STRATEGIC TR

$79.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$78.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$65.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$61M
QQQ

INVESCO QQQ TR

$60.2M
QQQ

INVESCO QQQ TR

$58.4M
NVDA

NVIDIA CORPORATION

$57.2M
AAPL

APPLE INC

$51.9M