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ORBA Wealth Advisors, L.L.C. → MSFT

ORBA Wealth Advisors, L.L.C. MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.4M
Q4 2025$1.9M
Q1 2026$638K
Q2 2026$1.6M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M4.3K——
Q2 2026$1.6M4.3K——
Q1 2026$638K1.7K——
Q4 2025$1.9M4.0K——
Q3 2025$2.4M4.6K——

Other funds holding MSFT

Other ORBA Wealth Advisors, L.L.C. positions

AAPL

APPLE INC

$19.8M
AAPL

APPLE INC

$17.3M
AAPL

APPLE INC

$14.2M
AAPL

APPLE INC

$13.1M
SPY

SPDR S&P 500 ETF TR

$8.1M
STT-PG

SSGA ACTIVE ETF TR

$7.4M
STT-PG

SSGA ACTIVE ETF TR

$6.4M
AAPL

APPLE INC

$6.4M