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Olistico Wealth, LLC → MSFT

Olistico Wealth, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.9M
Q4 2025$3.7M
Q1 2026$3.2M
Q2 2026$3.1M
Q3 2026$4.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.2M8.2K——
Q2 2026$3.1M8.2K——
Q1 2026$3.2M8.5K——
Q4 2025$3.7M7.7K——
Q3 2025$3.9M7.6K——

Other funds holding MSFT

Other Olistico Wealth, LLC positions

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$22.8M
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$21.8M
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VANGUARD GROWTH ETF

$20.8M
VGES

VANGUARD GROWTH ETF

$20.4M
AAPL

APPLE INC COM

$20.3M
VGES

VANGUARD GROWTH ETF

$18.4M
AAPL

APPLE INC COM

$17.6M
AAPL

APPLE INC COM

$16.9M