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MN Wealth Advisors, LLC → MSFT
MN Wealth Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $835K |
| Q4 2025 | $2.7M |
| Q1 2026 | $877K |
| Q1 2026 | $3.1M |
| Q2 2026 | $861K |
| Q2 2026 | $3.3M |
| Q3 2026 | $829K |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 7.3K | — | — |
| Q3 2026 | $829K | 14.8K | — | — |
| Q2 2026 | $3.3M | 8.8K | — | — |
| Q2 2026 | $861K | 15.9K | — | — |
| Q1 2026 | $3.1M | 8.3K | — | — |
| Q1 2026 | $877K | 16.6K | — | — |
| Q4 2025 | $2.7M | 5.6K | — | — |
| Q4 2025 | $835K | 16.7K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other MN Wealth Advisors, LLC positions
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$11.7MJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
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$10.1MJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
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$9.3MJPMORGAN ACTIVE GROWTH ETF
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$9.2MJPMORGAN ACTIVE GROWTH ETF
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$8.7MJPMORGAN ACTIVE GROWTH ETF
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$8.5MJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
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$7.9MJPMORGAN CORE PLUS BOND ETF