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KW WEALTH MANAGEMENT LLC → MSFT

KW WEALTH MANAGEMENT LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
2
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.6M
Q3 2026$4.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.2M8.1K——
Q4 2025$3.6M7.5K——

Other funds holding MSFT

Other KW WEALTH MANAGEMENT LLC positions

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$7.1M
AMGN

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APPLE INC

$5.4M
ETHA

ISHARES TR

$5.2M
DIA

STATE STR SPDR DOW JONES IND

$5.1M
AAPL

APPLE INC

$4.5M
DIA

SPDR DOW JONES INDL AVERAGE

$4.4M
AMGN

RBB FD INC

$2.9M