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INVENIO WEALTH PARTNERS LLC → MSFT
INVENIO WEALTH PARTNERS LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$4.5M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q4 2025 | $4.8M |
| Q1 2026 | $3.5M |
| Q2 2026 | $3.4M |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 8.9K | — | — |
| Q2 2026 | $3.4M | 9.2K | — | — |
| Q1 2026 | $3.5M | 9.4K | — | — |
| Q4 2025 | $4.8M | 9.9K | — | — |
| Q3 2025 | $5.3M | 10.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other INVENIO WEALTH PARTNERS LLC positions
ETHA
$25.1MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$24.4MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$23MISHARES MSCI INTL VALUE FACTOR ETF
SCHW-PJ
$22.4MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.4MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.2MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.1MSCHWAB U.S. LARGE-CAP GROWTH ETF
JPM-PM
$20.7MJPMORGAN MUNICIPAL ETF