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HighRoad Wealth Advisors, LLC → MSFT
HighRoad Wealth Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
4
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $949K |
| Q1 2026 | $783K |
| Q2 2026 | $737K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 2.0K | — | — |
| Q2 2026 | $737K | 2.0K | — | — |
| Q1 2026 | $783K | 2.1K | — | — |
| Q4 2025 | $949K | 2.0K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B