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PDS Planning, Inc → MSFT

PDS Planning, Inc MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$28.2M
Q3 2026
Peak value
$28.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$25.7M
Q1 2026$20.2M
Q2 2026$20M
Q3 2026$28.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.2M55.0K——
Q2 2026$20M53.6K——
Q1 2026$20.2M54.5K——
Q4 2025$25.7M53.1K——

Other funds holding MSFT

Other PDS Planning, Inc positions

VGES

VANGUARD TAX-MANAGED FDS

$126.8M
VGES

VANGUARD TAX-MANAGED FDS

$126.5M
ETHA

ISHARES TR

$121.9M
ETHA

ISHARES TR

$117.9M
VGES

VANGUARD TAX-MANAGED FDS

$111.6M
VGES

VANGUARD TAX-MANAGED FDS

$110.6M
ETHA

ISHARES TR

$102.9M
ETHA

ISHARES TR

$100.4M
PDS Planning, Inc MSFT Holdings: 13F Position History | Track13F