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KESTRA PRIVATE WEALTH SERVICES, LLC → MSFT
KESTRA PRIVATE WEALTH SERVICES, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$197.5M
Q3 2026
Peak value
$197.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q3 2025 | $180.9M |
| Q4 2025 | $2.6M |
| Q4 2025 | $176.4M |
| Q1 2026 | $2.9M |
| Q1 2026 | $143.5M |
| Q2 2026 | $3.1M |
| Q2 2026 | $145.5M |
| Q3 2026 | $3.3M |
| Q3 2026 | $197.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $197.5M | 385.1K | — | — |
| Q3 2026 | $3.3M | 59.0K | — | — |
| Q2 2026 | $145.5M | 390.1K | — | — |
| Q2 2026 | $3.1M | 56.6K | — | — |
| Q1 2026 | $143.5M | 387.6K | — | — |
| Q1 2026 | $2.9M | 54.2K | — | — |
| Q4 2025 | $176.4M | 364.8K | — | — |
| Q4 2025 | $2.6M | 53.0K | — | — |
| Q3 2025 | $180.9M | 349.2K | — | — |
| Q3 2025 | $2.8M | 59.8K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B