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Koenig Investment Advisory, LLC → MSFT
Koenig Investment Advisory, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$9.9M
Q3 2026
Peak value
$9.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.2M |
| Q1 2026 | $7.4M |
| Q2 2026 | $7.5M |
| Q3 2026 | $1.2M |
| Q3 2026 | $9.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.9M | 19.4K | — | — |
| Q3 2026 | $1.2M | 21.6K | — | — |
| Q2 2026 | $7.5M | 20.1K | — | — |
| Q1 2026 | $7.4M | 20.1K | — | — |
| Q4 2025 | $8.2M | 20.4K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other Koenig Investment Advisory, LLC positions
ETHA
$14.5MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$14.4MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$14.3MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$13.8MISHARES MSCI USA MIN VOL FACTOR ETF
VGES
$13.2MVANGUARD MID-CAP ETF
VGES
$12.8MVANGUARD MORNINGSTAR MID-CAP ETF
VGES
$12.7MVANGUARD MID-CAP ETF
VGES
$11.8MVANGUARD MID-CAP ETF