Back to MSFT

High Net Worth Advisory Group LLC → MSFT

High Net Worth Advisory Group LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$7.2M
Q3 2026
Peak value
$7.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.6M
Q4 2025$6M
Q1 2026$4.6M
Q2 2026$5.2M
Q3 2026$7.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.2M14.1K——
Q2 2026$5.2M13.9K——
Q1 2026$4.6M12.6K——
Q4 2025$6M12.5K——
Q3 2025$6.6M12.7K——

Other funds holding MSFT

Other High Net Worth Advisory Group LLC positions

VGES

VANGUARD INDEX FDS

$32M
VGES

VANGUARD INDEX FDS

$31.7M
VGES

VANGUARD INDEX FDS

$29M
VGES

VANGUARD INDEX FDS

$28M
VGES

VANGUARD INDEX FDS

$27.3M
NVDA

NVIDIA CORPORATION

$25.6M
NVDA

NVIDIA CORPORATION

$22.2M
NVDA

NVIDIA CORPORATION

$20.8M