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Regent Peak Wealth Advisors LLC → MSFT
Regent Peak Wealth Advisors LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$15.1M
Q3 2026
Peak value
$15.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.9M |
| Q4 2025 | $13M |
| Q1 2026 | $10.3M |
| Q2 2026 | $10.5M |
| Q3 2026 | $15.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.1M | 29.5K | — | — |
| Q2 2026 | $10.5M | 28.2K | — | — |
| Q1 2026 | $10.3M | 27.9K | — | — |
| Q4 2025 | $13M | 26.9K | — | — |
| Q3 2025 | $13.9M | 26.8K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other Regent Peak Wealth Advisors LLC positions
VGES
$95.7MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$91.1MVANGUARD TOTAL STOCK MARKET ETF
VGES
$85.7MVANGUARD TOTAL STOCK MARKET ETF
VGES
$83.9MVANGUARD TOTAL STOCK MARKET ETF
VGES
$78.4MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$39.9MISHARES CORE MSCI EAFE ETF
ETHA
$39.2MISHARES CORE MSCI EAFE ETF
AAPL
$35.9MAPPLE INC COM