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GoalVest Advisory LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
6
Latest value
$6.7M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.4M |
| Q4 2025 | $6.3M |
| Q1 2026 | $5.6M |
| Q2 2026 | $4.6M |
| Q3 2026 | $2K |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 89.3K | — | — |
| Q3 2026 | $2K | 39 | — | — |
| Q2 2026 | $4.6M | 12.4K | — | — |
| Q1 2026 | $5.6M | 15.1K | — | — |
| Q4 2025 | $6.3M | 13.0K | — | — |
| Q3 2025 | $6.4M | 12.4K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B