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McKinley Carter Wealth Services, Inc. → MSFT
McKinley Carter Wealth Services, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$21M
Q3 2026
Peak value
$23.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q3 2025 | $23.9M |
| Q4 2025 | $2.9M |
| Q4 2025 | $21M |
| Q1 2026 | $3M |
| Q1 2026 | $14.9M |
| Q2 2026 | $2.8M |
| Q2 2026 | $15.4M |
| Q3 2026 | $2.8M |
| Q3 2026 | $21M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21M | 40.9K | — | — |
| Q3 2026 | $2.8M | 50.0K | — | — |
| Q2 2026 | $15.4M | 41.3K | — | — |
| Q2 2026 | $2.8M | 51.7K | — | — |
| Q1 2026 | $14.9M | 40.1K | — | — |
| Q1 2026 | $3M | 56.7K | — | — |
| Q4 2025 | $21M | 43.4K | — | — |
| Q4 2025 | $2.9M | 58.2K | — | — |
| Q3 2025 | $23.9M | 46.1K | — | — |
| Q3 2025 | $2.9M | 63.7K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B