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Leo Wealth, LLC → MSFT

Leo Wealth, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$9M
Q3 2026
Peak value
$19.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.6M
Q4 2025$19.5M
Q1 2026$15.5M
Q3 2026$9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9M17.6K——
Q1 2026$15.5M41.8K——
Q4 2025$19.5M40.4K——
Q3 2025$8.6M16.6K——

Other funds holding MSFT

Other Leo Wealth, LLC positions

VGES

VANGUARD WORLD FD

$84M
VGES

VANGUARD WORLD FD

$77.8M
AFRM

AFFIRM HLDGS INC

$68.8M
AFRM

AFFIRM HLDGS INC

$67.6M
GS-PD

GOLDMAN SACHS ETF TR

$60.8M
VGES

VANGUARD WORLD FD

$60.3M
GS-PD

GOLDMAN SACHS ETF TR

$55.4M
VGES

VANGUARD WORLD FD

$49.8M