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ShankerValleau Wealth Advisors, Inc. → MSFT
ShankerValleau Wealth Advisors, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$1.1M
Q3 2026
Peak value
$19.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18.9M |
| Q4 2025 | $841K |
| Q1 2026 | $19.2M |
| Q1 2026 | $644K |
| Q2 2026 | $19.7M |
| Q2 2026 | $649K |
| Q3 2026 | $19.5M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 2.2K | — | — |
| Q3 2026 | $19.5M | 350.0K | — | — |
| Q2 2026 | $649K | 1.7K | — | — |
| Q2 2026 | $19.7M | 364.5K | — | — |
| Q1 2026 | $644K | 1.7K | — | — |
| Q1 2026 | $19.2M | 364.4K | — | — |
| Q4 2025 | $841K | 1.7K | — | — |
| Q4 2025 | $18.9M | 379.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B