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Cyndeo Wealth Partners, LLC → MSFT

Cyndeo Wealth Partners, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$81.5M
Q3 2026
Peak value
$82.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$82.5M
Q1 2026$71.3M
Q2 2026$71.8M
Q3 2026$81.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$81.5M158.9K——
Q2 2026$71.8M192.4K——
Q1 2026$71.3M192.6K——
Q4 2025$82.5M170.6K——

Other funds holding MSFT

Other Cyndeo Wealth Partners, LLC positions

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