Back to MSFT

Integris Wealth Management, LLC → MSFT

Integris Wealth Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.6M
Q4 2025$6.8M
Q1 2026$4.9M
Q2 2026$5.3M
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M15.0K——
Q2 2026$5.3M14.2K——
Q1 2026$4.9M13.4K——
Q4 2025$6.8M14.0K——
Q3 2025$7.6M14.8K——

Other funds holding MSFT

Other Integris Wealth Management, LLC positions

VGES

VANGUARD BD INDEX FDS

$72.5M
VGES

VANGUARD BD INDEX FDS

$70M
VGES

VANGUARD BD INDEX FDS

$66.9M
VGES

VANGUARD BD INDEX FDS

$64.3M
VGES

VANGUARD BD INDEX FDS

$60.7M
VGES

VANGUARD TAX-MANAGED FDS

$48.7M
VGES

VANGUARD INDEX FDS

$46.4M
VGES

VANGUARD TAX-MANAGED FDS

$44.4M