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ONE WEALTH CAPITAL MANAGEMENT, LLC → MSFT
ONE WEALTH CAPITAL MANAGEMENT, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
11
Latest value
$769K
Q3 2026
Peak value
$48.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $47.7M |
| Q4 2025 | $44.7M |
| Q1 2026 | $38.5M |
| Q1 2026 | $644K |
| Q1 2026 | $300K |
| Q2 2026 | $261K |
| Q2 2026 | $36.5M |
| Q2 2026 | $560K |
| Q3 2026 | $359K |
| Q3 2026 | $48.3M |
| Q3 2026 | $769K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $769K | 1.5K | — | — |
| Q3 2026 | $48.3M | 94.1K | — | — |
| Q3 2026 | $359K | 700 | — | — |
| Q2 2026 | $560K | 1.5K | — | — |
| Q2 2026 | $36.5M | 97.9K | — | — |
| Q2 2026 | $261K | 700 | — | — |
| Q1 2026 | $300K | 700 | — | — |
| Q1 2026 | $644K | 1.5K | — | — |
| Q1 2026 | $38.5M | 89.8K | — | — |
| Q4 2025 | $44.7M | 92.4K | — | — |
| Q3 2025 | $47.7M | 92.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B