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DT Investment Partners, LLC → MSFT

DT Investment Partners, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
8
Latest value
$36K
Q3 2026
Peak value
$27.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$59K
Q4 2025$27.7M
Q1 2026$26K
Q1 2026$19.8M
Q2 2026$19.9M
Q2 2026$26K
Q3 2026$24.2M
Q3 2026$36K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$36K70——
Q3 2026$24.2M47.1K——
Q2 2026$26K70——
Q2 2026$19.9M53.4K——
Q1 2026$19.8M53.4K——
Q1 2026$26K71——
Q4 2025$27.7M57.3K——
Q4 2025$59K121——

Other funds holding MSFT

Other DT Investment Partners, LLC positions

ETHA

ISHARES TR

$214.4M
ETHA

ISHARES TR

$208.3M
ETHA

ISHARES TR

$162.7M
ETHA

ISHARES TR

$158.3M
SPY

STATE STR SPDR S&P 500 ETF T

$133.2M
SPY

STATE STR SPDR S&P 500 ETF T

$130.5M
VGES

VANGUARD TAX-MANAGED FDS

$120.7M
VGES

VANGUARD TAX-MANAGED FDS

$118.5M