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Crown Wealth Group, LLC → MSFT

Crown Wealth Group, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$12.7M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.8M
Q4 2025$11.1M
Q1 2026$8.9M
Q2 2026$9.5M
Q3 2026$12.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.7M24.7K——
Q2 2026$9.5M25.4K——
Q1 2026$8.9M24.1K——
Q4 2025$11.1M23.0K——
Q3 2025$11.8M22.7K——

Other funds holding MSFT

Other Crown Wealth Group, LLC positions

STT-PG

SPDR SERIES TRUST

$46M
STT-PG

SPDR SERIES TRUST

$43.5M
STT-PG

SPDR SERIES TRUST

$39.7M
STT-PG

SPDR SERIES TRUST

$37.8M
STT-PG

SPDR SERIES TRUST

$37.1M
ETHA

BLACKROCK ETF TRUST

$20.7M
ETHA

ISHARES TR

$16M
ETHA

ISHARES TR

$14.7M