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JNBA Financial Advisors → MSFT
JNBA Financial Advisors MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$16.8M
Q3 2026
Peak value
$16.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $36K |
| Q4 2025 | $15.7M |
| Q1 2026 | $66K |
| Q1 2026 | $12.1M |
| Q2 2026 | $75K |
| Q2 2026 | $12.1M |
| Q3 2026 | $105K |
| Q3 2026 | $16.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.8M | 32.7K | — | — |
| Q3 2026 | $105K | 1.9K | — | — |
| Q2 2026 | $12.1M | 32.5K | — | — |
| Q2 2026 | $75K | 1.4K | — | — |
| Q1 2026 | $12.1M | 32.6K | — | — |
| Q1 2026 | $66K | 1.3K | — | — |
| Q4 2025 | $15.7M | 32.5K | — | — |
| Q4 2025 | $36K | 731 | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B