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Fidato Wealth LLC → MSFT

Fidato Wealth LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$283K
Q4 2025$262K
Q1 2026$242K
Q2 2026$205K
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M5.1K——
Q2 2026$205K550——
Q1 2026$242K655——
Q4 2025$262K541——
Q3 2025$283K546——

Other funds holding MSFT

Other Fidato Wealth LLC positions

VGES

VANGUARD INDEX FDS

$88.9M
VGES

VANGUARD INDEX FDS

$86.2M
VGES

VANGUARD INDEX FDS

$78.9M
VGES

VANGUARD INDEX FDS

$76.1M
VGES

VANGUARD INDEX FDS

$75.8M
VGES

VANGUARD INDEX FDS

$44.9M
VGES

VANGUARD INDEX FDS

$44.2M
VGES

VANGUARD INDEX FDS

$40.3M