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SAX WEALTH ADVISORS, LLC → MSFT
SAX WEALTH ADVISORS, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$45.8M
Q3 2026
Peak value
$63.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $37.4M |
| Q3 2025 | $17.8M |
| Q4 2025 | $44.8M |
| Q4 2025 | $18.4M |
| Q1 2026 | $44.7M |
| Q1 2026 | $17.6M |
| Q2 2026 | $49.8M |
| Q2 2026 | $15.6M |
| Q3 2026 | $63.6M |
| Q3 2026 | $45.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $45.8M | 89.3K | — | — |
| Q3 2026 | $63.6M | 1.14M | — | — |
| Q2 2026 | $15.6M | 42.1K | — | — |
| Q2 2026 | $49.8M | 943.7K | — | — |
| Q1 2026 | $17.6M | 36.5K | — | — |
| Q1 2026 | $44.7M | 896.2K | — | — |
| Q4 2025 | $18.4M | 38.0K | — | — |
| Q4 2025 | $44.8M | 897.9K | — | — |
| Q3 2025 | $17.8M | 34.4K | — | — |
| Q3 2025 | $37.4M | 810.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B