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SAGE PRIVATE WEALTH GROUP, LLC → MSFT
SAGE PRIVATE WEALTH GROUP, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$4.4M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.9M |
| Q4 2025 | $3.5M |
| Q1 2026 | $3M |
| Q2 2026 | $3.3M |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 8.7K | — | — |
| Q2 2026 | $3.3M | 8.9K | — | — |
| Q1 2026 | $3M | 8.1K | — | — |
| Q4 2025 | $3.5M | 7.1K | — | — |
| Q3 2025 | $3.9M | 7.5K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other SAGE PRIVATE WEALTH GROUP, LLC positions
FPF
$27.5MFirst Trust - American Industrial Renaissance ETF
FPF
$23.1MFIRST TR EXCH TRD ALPHDX FD
FPF
$22.6MFIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
FPF
$22.6MFIRST TR EXCHANGE TRADED FD
FPF
$21.9MFirst Trust - American Industrial Renaissance ETF
COF-PN
$20.2MCapital Group Dividend Value ETF
FPF
$19.5MFIRST TR EXCHANGE TRADED FD
BTCW
$19.5MWisdomTree