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Omnitrust Wealth Management, Inc → MSFT
Omnitrust Wealth Management, Inc MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$401K
Q3 2026
Peak value
$1.7M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $1.2M |
| Q2 2025 | $310K |
| Q4 2025 | $1.5M |
| Q4 2025 | $430K |
| Q1 2026 | $1.1M |
| Q1 2026 | $288K |
| Q3 2026 | $1.7M |
| Q3 2026 | $401K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $401K | 781 | — | — |
| Q3 2026 | $1.7M | 3.2K | — | — |
| Q1 2026 | $288K | 779 | — | — |
| Q1 2026 | $1.1M | 2.9K | — | — |
| Q4 2025 | $430K | 890 | — | — |
| Q4 2025 | $1.5M | 3.1K | — | — |
| Q2 2025 | $310K | 830 | — | — |
| Q2 2025 | $1.2M | 3.3K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B