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DELTA FINANCIAL ADVISORS LLC → MSFT

DELTA FINANCIAL ADVISORS LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$18.5M
Q3 2026
Peak value
$18.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$17.8M
Q4 2025$17.6M
Q1 2026$13.4M
Q2 2026$13.3M
Q3 2026$18.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$18.5M36.1K——
Q2 2026$13.3M35.7K——
Q1 2026$13.4M36.2K——
Q4 2025$17.6M36.3K——
Q3 2025$17.8M34.3K——

Other funds holding MSFT

Other DELTA FINANCIAL ADVISORS LLC positions

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$20.7M