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Net Worth Advisory Group → MSFT

Net Worth Advisory Group MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$4.5M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.8M
Q1 2026$5.5M
Q2 2026$3.8M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M8.8K——
Q2 2026$3.8M10.1K——
Q1 2026$5.5M14.9K——
Q4 2025$6.8M14.0K——

Other funds holding MSFT

Other Net Worth Advisory Group positions

VGES

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$22.4M
VGES

VANGUARD SCOTTSDALE FDS

$22.2M
VGES

VANGUARD SCOTTSDALE FDS

$19.5M
VGES

VANGUARD SCOTTSDALE FDS

$19.2M
VGES

VANGUARD SCOTTSDALE FDS

$15.3M
VGES

VANGUARD SCOTTSDALE FDS

$15.3M
AAPL

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$15M
VGES

VANGUARD SCOTTSDALE FDS

$15M