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MISSION WEALTH MANAGEMENT, LP → MSFT
MISSION WEALTH MANAGEMENT, LP MSFT Position History
Microsoft Corporation • Technology
Quarters held
15
Latest value
$265.9M
Q3 2026
Peak value
$265.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.6M |
| Q3 2025 | $42.8M |
| Q3 2025 | $212M |
| Q4 2025 | $10.4M |
| Q4 2025 | $203.7M |
| Q4 2025 | $28.1M |
| Q1 2026 | $10.8M |
| Q1 2026 | $152.7M |
| Q1 2026 | $22.7M |
| Q2 2026 | $11.3M |
| Q2 2026 | $35.9M |
| Q2 2026 | $240.5M |
| Q3 2026 | $11.3M |
| Q3 2026 | $52.2M |
| Q3 2026 | $265.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $265.9M | 518.4K | — | — |
| Q3 2026 | $52.2M | 101.8K | — | — |
| Q3 2026 | $11.3M | 201.5K | — | — |
| Q2 2026 | $240.5M | 644.6K | — | — |
| Q2 2026 | $35.9M | 96.3K | — | — |
| Q2 2026 | $11.3M | 208.8K | — | — |
| Q1 2026 | $22.7M | 61.2K | — | — |
| Q1 2026 | $152.7M | 412.6K | — | — |
| Q1 2026 | $10.8M | 205.2K | — | — |
| Q4 2025 | $28.1M | 58.2K | — | — |
| Q4 2025 | $203.7M | 421.2K | — | — |
| Q4 2025 | $10.4M | 207.5K | — | — |
| Q3 2025 | $212M | 409.2K | — | — |
| Q3 2025 | $42.8M | 82.6K | — | — |
| Q3 2025 | $8.6M | 186.0K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B