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Optivise Advisory Services LLC → MSFT
Optivise Advisory Services LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$3.5M
Q3 2026
Peak value
$3.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $3.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.3M |
| Q2 2026 | $1.6M |
| Q2 2026 | $2.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 6.8K | — | — |
| Q3 2026 | $1.4M | 25.8K | — | — |
| Q2 2026 | $2.4M | 6.5K | — | — |
| Q2 2026 | $1.6M | 28.8K | — | — |
| Q1 2026 | $2.3M | 6.2K | — | — |
| Q1 2026 | $1.2M | 21.8K | — | — |
| Q4 2025 | $3.5M | 7.2K | — | — |
| Q4 2025 | $1.1M | 21.8K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B