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Helium Advisors LLC → MSFT

Helium Advisors LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$10.6M
Q3 2026
Peak value
$10.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.3M
Q4 2025$8.3M
Q1 2026$8.9M
Q2 2026$8.7M
Q3 2026$10.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.6M20.8K——
Q2 2026$8.7M23.4K——
Q1 2026$8.9M24.1K——
Q4 2025$8.3M17.1K——
Q3 2025$9.3M17.9K——

Other funds holding MSFT

Other Helium Advisors LLC positions

VGES

VANGUARD INDEX FDS

$12M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$10.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$8.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$8.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$8.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$8.4M
VGES

VANGUARD INDEX FDS

$7.7M
VGES

VANGUARD INDEX FDS

$7.4M