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SIMON QUICK ADVISORS, LLC → MSFT

SIMON QUICK ADVISORS, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$24.9M
Q3 2026
Peak value
$24.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$21.5M
Q1 2026$15M
Q2 2026$16.9M
Q3 2026$24.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24.9M48.5K——
Q2 2026$16.9M45.2K——
Q1 2026$15M40.4K——
Q4 2025$21.5M44.5K——

Other funds holding MSFT

Other SIMON QUICK ADVISORS, LLC positions

SPY

SPDR S&P 500 ETF TR

$214.5M
SPY

STATE STR SPDR S&P 500 ETF T

$211.9M
SPY

STATE STR SPDR S&P 500 ETF T

$208.7M
VGES

VANGUARD INDEX FDS

$184.1M
SPY

STATE STR SPDR S&P 500 ETF T

$179.9M
VGES

VANGUARD INDEX FDS

$166.1M
VGES

VANGUARD INDEX FDS

$162M
VGES

VANGUARD INDEX FDS

$156.3M