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Integrated Wealth Concepts LLC → MSFT
Integrated Wealth Concepts LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
12
Latest value
$98
Q2 2026
Peak value
$188.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.3M |
| Q3 2025 | $168.3M |
| Q4 2025 | $13.2M |
| Q4 2025 | $105.8M |
| Q1 2026 | $15.3M |
| Q1 2026 | $133.6M |
| Q2 2026 | $29.7M |
| Q2 2026 | $16.3M |
| Q2 2026 | $188.3M |
| Q2 2026 | $146.4M |
| Q2 2026 | $98 |
| Q2 2026 | $98 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $98 | 7 | — | — |
| Q2 2026 | $98 | 7 | — | — |
| Q2 2026 | $146.4M | 392.3K | — | — |
| Q2 2026 | $188.3M | 504.6K | — | — |
| Q2 2026 | $16.3M | 302.2K | — | — |
| Q2 2026 | $29.7M | 549.7K | — | — |
| Q1 2026 | $133.6M | 360.8K | — | — |
| Q1 2026 | $15.3M | 290.7K | — | — |
| Q4 2025 | $105.8M | 218.8K | — | — |
| Q4 2025 | $13.2M | 265.3K | — | — |
| Q3 2025 | $168.3M | 325.0K | — | — |
| Q3 2025 | $12.3M | 265.9K | — | — |
Other funds holding MSFT
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$326.7B
$311.5B
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$155.3B
$148.8B
$148.1B
$134.1B