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Shepherd Financial Partners LLC → MSFT
Shepherd Financial Partners LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$20.4M
Q3 2026
Peak value
$21M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21M |
| Q4 2025 | $18.8M |
| Q1 2026 | $14.9M |
| Q2 2026 | $14.8M |
| Q3 2026 | $20.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.4M | 39.8K | — | — |
| Q2 2026 | $14.8M | 39.8K | — | — |
| Q1 2026 | $14.9M | 40.4K | — | — |
| Q4 2025 | $18.8M | 38.8K | — | — |
| Q3 2025 | $21M | 40.5K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B