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Rise Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
4
Latest value
$4.8M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q1 2026 | $3.2M |
| Q2 2026 | $3.3M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 9.4K | — | — |
| Q2 2026 | $3.3M | 8.9K | — | — |
| Q1 2026 | $3.2M | 8.6K | — | — |
| Q4 2025 | $4.3M | 8.8K | — | — |
Other funds holding MSFT
$332.8B
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$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other Rise Advisors, LLC positions
VGES
$55.3MVANGUARD MORNINGSTAR GROWTH ETF
VGES
$52.5MVANGUARD GROWTH ETF
VGES
$49.5MVANGUARD GROWTH ETF
VGES
$46.2MVANGUARD GROWTH ETF
FPF
$39.8MFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
FPF
$39.3MFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
FPF
$32.5MFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
VGES
$30.8MVANGUARD VALUE ETF