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Robertson Stephens Wealth Management, LLC → MSFT
Robertson Stephens Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$83.7M
Q3 2026
Peak value
$83.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q3 2025 | $70.1M |
| Q4 2025 | $3M |
| Q4 2025 | $81M |
| Q1 2026 | $3.1M |
| Q1 2026 | $59M |
| Q2 2026 | $3.2M |
| Q2 2026 | $58.4M |
| Q3 2026 | $3.5M |
| Q3 2026 | $83.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $83.7M | 163.1K | — | — |
| Q3 2026 | $3.5M | 62.0K | — | — |
| Q2 2026 | $58.4M | 156.4K | — | — |
| Q2 2026 | $3.2M | 59.6K | — | — |
| Q1 2026 | $59M | 159.4K | — | — |
| Q1 2026 | $3.1M | 59.6K | — | — |
| Q4 2025 | $81M | 167.5K | — | — |
| Q4 2025 | $3M | 60.0K | — | — |
| Q3 2025 | $70.1M | 135.4K | — | — |
| Q3 2025 | $2.7M | 59.6K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B