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Petersen Hastings Wealth Advisors Inc. → MSFT

Petersen Hastings Wealth Advisors Inc. MSFT Position History

Microsoft Corporation • Technology

Quarters held
8
Latest value
$4.8M
Q3 2026
Peak value
$62.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$56.1M
Q4 2025$2.7M
Q1 2026$59.1M
Q1 2026$2.7M
Q2 2026$59.5M
Q2 2026$3.5M
Q3 2026$62.4M
Q3 2026$4.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.8M9.4K——
Q3 2026$62.4M1.12M——
Q2 2026$3.5M9.4K——
Q2 2026$59.5M1.10M——
Q1 2026$2.7M7.3K——
Q1 2026$59.1M1.12M——
Q4 2025$2.7M5.5K——
Q4 2025$56.1M1.12M——

Other funds holding MSFT

Other Petersen Hastings Wealth Advisors Inc. positions

HONA

DIMENSIONAL ETF TRUST

$208.5M
HONA

DIMENSIONAL ETF TRUST

$207.6M
HONA

DIMENSIONAL ETF TRUST

$193M
HONA

DIMENSIONAL ETF TRUST

$186.7M
ETHA

ISHARES TR

$111.7M
ETHA

ISHARES TR

$111.2M
ETHA

ISHARES TR

$104.8M
ETHA

ISHARES TR

$101.8M