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Greystone Financial Group, LLC → MSFT

Greystone Financial Group, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$9.2M
Q3 2026
Peak value
$16.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$16.8M
Q1 2026$6.9M
Q2 2026$6.7M
Q3 2026$9.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.2M18.0K——
Q2 2026$6.7M18.1K——
Q1 2026$6.9M18.6K——
Q4 2025$16.8M34.7K——

Other funds holding MSFT

Other Greystone Financial Group, LLC positions

VGES

VANGUARD BD INDEX FDS

$36.7M
VGES

VANGUARD BD INDEX FDS

$29.5M
VGES

VANGUARD BD INDEX FDS

$29.4M
VGES

VANGUARD MALVERN FDS

$28.8M
AAPL

APPLE INC

$22.3M
VGES

VANGUARD WHITEHALL FDS

$22.2M
VGES

VANGUARD BD INDEX FDS

$22M
VGES

VANGUARD BD INDEX FDS

$21.5M