Back to MSFT

Maia Wealth LLC → MSFT

Maia Wealth LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$15.6M
Q3 2026
Peak value
$15.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.5M
Q4 2025$9.6M
Q1 2026$9.6M
Q2 2026$10.8M
Q3 2026$15.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.6M30.4K——
Q2 2026$10.8M28.9K——
Q1 2026$9.6M25.9K——
Q4 2025$9.6M23.9K——
Q3 2025$11.5M22.7K——

Other funds holding MSFT

Other Maia Wealth LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$44.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$35.2M
STT-PG

SPDR SERIES TRUST

$33.6M
STT-PG

SPDR SERIES TRUST

$29.1M
STT-PG

SPDR SERIES TRUST

$27.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$26.4M
STT-PG

SPDR SERIES TRUST

$25.9M
STT-PG

SPDR SERIES TRUST

$25M