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Portside Wealth Group, LLC → MSFT

Portside Wealth Group, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
10
Latest value
$13.1M
Q3 2026
Peak value
$22M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$22M
Q3 2025$2M
Q4 2025$4M
Q4 2025$18.5M
Q1 2026$10.9M
Q1 2026$4.8M
Q2 2026$6.2M
Q2 2026$10.1M
Q3 2026$9.3M
Q3 2026$13.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.1M25.6K——
Q3 2026$9.3M18.1K——
Q2 2026$10.1M27.0K——
Q2 2026$6.2M16.7K——
Q1 2026$4.8M12.9K——
Q1 2026$10.9M29.4K——
Q4 2025$18.5M38.2K——
Q4 2025$4M8.2K——
Q3 2025$2M3.8K——
Q3 2025$22M42.4K——

Other funds holding MSFT

Other Portside Wealth Group, LLC positions

STT-PG

SPDR SERIES TRUST

$40M
STT-PG

SPDR SERIES TRUST

$36.3M
STT-PG

SPDR SERIES TRUST

$34M
STT-PG

SPDR SERIES TRUST

$29M
STT-PG

SPDR SERIES TRUST

$25.8M
NVDA

NVIDIA CORPORATION

$19.7M
STT-PG

SPDR SERIES TRUST

$19.2M
STT-PG

SPDR SERIES TRUST

$18.6M