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MinichMacGregor Wealth Management, LLC → MSFT

MinichMacGregor Wealth Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$14.8M
Q3 2026
Peak value
$15.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.6M
Q4 2025$12.3M
Q1 2026$9.4M
Q2 2026$15.5M
Q3 2026$14.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.8M28.9K——
Q2 2026$15.5M41.5K——
Q1 2026$9.4M25.5K——
Q4 2025$12.3M25.5K——
Q3 2025$4.6M8.9K——

Other funds holding MSFT

Other MinichMacGregor Wealth Management, LLC positions

GLD

SPDR GOLD TR

$38.5M
GLD

SPDR GOLD TR

$36.3M
GLD

SPDR GOLD TR

$35.2M
GLD

SPDR GOLD TR

$33M
ETHA

ISHARES TR

$28.1M
ETHA

ISHARES TR

$27.4M
PDI

PIMCO ETF TR

$23.4M
GLD

SPDR GOLD TR

$23.4M
MinichMacGregor Wealth Management, LLC MSFT Holdings: 13F Position History | Track13F