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Modera Wealth Management, LLC → MSFT
Modera Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$188.6M
Q3 2026
Peak value
$204.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $114.7M |
| Q3 2025 | $204.7M |
| Q4 2025 | $113.8M |
| Q4 2025 | $187.5M |
| Q1 2026 | $117.9M |
| Q1 2026 | $139.8M |
| Q2 2026 | $124.6M |
| Q2 2026 | $138.5M |
| Q3 2026 | $127.7M |
| Q3 2026 | $188.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $188.6M | 367.6K | — | — |
| Q3 2026 | $127.7M | 2.29M | — | — |
| Q2 2026 | $138.5M | 371.4K | — | — |
| Q2 2026 | $124.6M | 2.31M | — | — |
| Q1 2026 | $139.8M | 377.6K | — | — |
| Q1 2026 | $117.9M | 2.23M | — | — |
| Q4 2025 | $187.5M | 387.7K | — | — |
| Q4 2025 | $113.8M | 2.28M | — | — |
| Q3 2025 | $204.7M | 395.2K | — | — |
| Q3 2025 | $114.7M | 2.49M | — | — |
Other funds holding MSFT
$332.8B
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$311.5B
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$155.3B
$148.8B
$148.1B
$134.1B