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Factor Wealth Management LTD → MSFT

Factor Wealth Management LTD MSFT Position History

Microsoft Corporation • Technology

Quarters held
10
Latest value
$1.2M
Q3 2026
Peak value
$27.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$16.9M
Q3 2025$2.7M
Q4 2025$19.6M
Q4 2025$2.3M
Q1 2026$23.3M
Q1 2026$1.9M
Q2 2026$27M
Q2 2026$1.6M
Q3 2026$27.3M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M2.3K——
Q3 2026$27.3M488.4K——
Q2 2026$1.6M4.2K——
Q2 2026$27M500.2K——
Q1 2026$1.9M5.0K——
Q1 2026$23.3M441.9K——
Q4 2025$2.3M4.8K——
Q4 2025$19.6M392.7K——
Q3 2025$2.7M5.2K——
Q3 2025$16.9M365.7K——

Other funds holding MSFT

Other Factor Wealth Management LTD positions

VGES

VANGUARD INDEX FDS

$41M
VGES

VANGUARD INDEX FDS

$40M
ETHA

ISHARES TR

$30.3M
ETHA

ISHARES TR

$28.1M
VGES

VANGUARD BD INDEX FDS

$25.4M
VGES

VANGUARD SCOTTSDALE FDS

$23M
VGES

VANGUARD STAR FDS

$22.9M
VGES

VANGUARD STAR FDS

$22.5M