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Crestwood Advisors Group, LLC → MSFT
Crestwood Advisors Group, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$278.8M
Q3 2026
Peak value
$286.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $503K |
| Q3 2025 | $286.1M |
| Q4 2025 | $470K |
| Q4 2025 | $260.3M |
| Q1 2026 | $359K |
| Q1 2026 | $198M |
| Q2 2026 | $362K |
| Q2 2026 | $203.9M |
| Q3 2026 | $498K |
| Q3 2026 | $278.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $278.8M | 543.6K | — | — |
| Q3 2026 | $498K | 971 | — | — |
| Q2 2026 | $203.9M | 546.5K | — | — |
| Q2 2026 | $362K | 971 | — | — |
| Q1 2026 | $198M | 534.9K | — | — |
| Q1 2026 | $359K | 971 | — | — |
| Q4 2025 | $260.3M | 538.3K | — | — |
| Q4 2025 | $470K | 971 | — | — |
| Q3 2025 | $286.1M | 552.4K | — | — |
| Q3 2025 | $503K | 971 | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B