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Root Financial Partners, LLC → MSFT
Root Financial Partners, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$21.4M
Q3 2026
Peak value
$72.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36M |
| Q3 2025 | $15M |
| Q4 2025 | $41.2M |
| Q4 2025 | $14.9M |
| Q1 2026 | $46.1M |
| Q1 2026 | $13M |
| Q2 2026 | $63.7M |
| Q2 2026 | $14.1M |
| Q3 2026 | $72.4M |
| Q3 2026 | $21.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.4M | 41.8K | — | — |
| Q3 2026 | $72.4M | 1.30M | — | — |
| Q2 2026 | $14.1M | 37.9K | — | — |
| Q2 2026 | $63.7M | 1.18M | — | — |
| Q1 2026 | $13M | 35.0K | — | — |
| Q1 2026 | $46.1M | 872.7K | — | — |
| Q4 2025 | $14.9M | 30.8K | — | — |
| Q4 2025 | $41.2M | 825.3K | — | — |
| Q3 2025 | $15M | 29.0K | — | — |
| Q3 2025 | $36M | 780.4K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other Root Financial Partners, LLC positions
CRDO
$202.9MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF