Back to MSFT

RMR Wealth Builders → MSFT

RMR Wealth Builders MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$30.9M
Q3 2026
Peak value
$30.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$26M
Q4 2025$24.8M
Q1 2026$19.9M
Q2 2026$21.4M
Q3 2026$30.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$30.9M60.3K——
Q2 2026$21.4M57.5K——
Q1 2026$19.9M53.6K——
Q4 2025$24.8M51.3K——
Q3 2025$26M50.2K——

Other funds holding MSFT

Other RMR Wealth Builders positions

VGES

VANGUARD INDEX FDS

$169.1M
VGES

VANGUARD INDEX FDS

$166.3M
VGES

VANGUARD INDEX FDS

$156.5M
VGES

VANGUARD INDEX FDS

$156.2M
VGES

VANGUARD INDEX FDS

$149.2M
VGES

VANGUARD INDEX FDS

$143.2M
VGES

VANGUARD INDEX FDS

$120.9M
VGES

VANGUARD INDEX FDS

$117.7M