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Heritage Wealth Management, Inc. → MSFT
Heritage Wealth Management, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
4
Latest value
$18M
Q3 2026
Peak value
$18.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.7M |
| Q4 2025 | $17.2M |
| Q2 2026 | $13.3M |
| Q3 2026 | $18M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18M | 35.2K | — | — |
| Q2 2026 | $13.3M | 35.8K | — | — |
| Q4 2025 | $17.2M | 35.7K | — | — |
| Q3 2025 | $18.7M | 36.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B