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Kestra Advisory Services, LLC → MSFT
Kestra Advisory Services, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
11
Latest value
$625.3M
Q3 2026
Peak value
$625.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.4M |
| Q3 2025 | $464.1M |
| Q4 2025 | $20.4M |
| Q4 2025 | $468.7M |
| Q4 2025 | $1M |
| Q1 2026 | $25.7M |
| Q1 2026 | $393M |
| Q2 2026 | $30.8M |
| Q2 2026 | $428.7M |
| Q3 2026 | $68.9M |
| Q3 2026 | $625.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $625.3M | 1.22M | — | — |
| Q3 2026 | $68.9M | 1.23M | — | — |
| Q2 2026 | $428.7M | 1.15M | — | — |
| Q2 2026 | $30.8M | 570.5K | — | — |
| Q1 2026 | $393M | 1.06M | — | — |
| Q1 2026 | $25.7M | 486.4K | — | — |
| Q4 2025 | $1M | 2.1K | — | — |
| Q4 2025 | $468.7M | 969.1K | — | — |
| Q4 2025 | $20.4M | 409.5K | — | — |
| Q3 2025 | $464.1M | 896.1K | — | — |
| Q3 2025 | $15.4M | 333.9K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B