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ENCOMPASS WEALTH ADVISORS, LLC → MSFT
ENCOMPASS WEALTH ADVISORS, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
12
Latest value
$8.5M
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $9.5M |
| Q4 2025 | $1.2M |
| Q4 2025 | $8.6M |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.8M |
| Q2 2026 | $1M |
| Q2 2026 | $5.9M |
| Q3 2026 | $941K |
| Q3 2026 | $941K |
| Q3 2026 | $8.5M |
| Q3 2026 | $8.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.5M | 16.6K | — | — |
| Q3 2026 | $8.5M | 16.6K | — | — |
| Q3 2026 | $941K | 16.8K | — | — |
| Q3 2026 | $941K | 16.8K | — | — |
| Q2 2026 | $5.9M | 15.8K | — | — |
| Q2 2026 | $1M | 18.7K | — | — |
| Q1 2026 | $5.8M | 15.8K | — | — |
| Q1 2026 | $1.1M | 20.8K | — | — |
| Q4 2025 | $8.6M | 17.7K | — | — |
| Q4 2025 | $1.2M | 23.1K | — | — |
| Q3 2025 | $9.5M | 18.3K | — | — |
| Q3 2025 | $1.1M | 23.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B