Back to MSFT
MCCARTER PRIVATE WEALTH SERVICES LLC → MSFT
MCCARTER PRIVATE WEALTH SERVICES LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
12
Latest value
$323K
Q3 2026
Peak value
$8.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.9M |
| Q4 2025 | $152K |
| Q4 2025 | $2.7M |
| Q1 2026 | $126K |
| Q1 2026 | $6M |
| Q1 2026 | $2.1M |
| Q2 2026 | $2.5M |
| Q2 2026 | $6.1M |
| Q2 2026 | $235K |
| Q3 2026 | $8.4M |
| Q3 2026 | $3.4M |
| Q3 2026 | $323K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $323K | 630 | — | — |
| Q3 2026 | $3.4M | 6.6K | — | — |
| Q3 2026 | $8.4M | 16.4K | — | — |
| Q2 2026 | $235K | 630 | — | — |
| Q2 2026 | $6.1M | 16.3K | — | — |
| Q2 2026 | $2.5M | 6.7K | — | — |
| Q1 2026 | $2.1M | 5.6K | — | — |
| Q1 2026 | $6M | 16.3K | — | — |
| Q1 2026 | $126K | 341 | — | — |
| Q4 2025 | $2.7M | 5.6K | — | — |
| Q4 2025 | $152K | 315 | — | — |
| Q4 2025 | $7.9M | 16.4K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B