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Sulzberger Capital Advisors, Inc. → MSFT

Sulzberger Capital Advisors, Inc. MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$5.4M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.7M
Q4 2025$5.4M
Q1 2026$4.1M
Q2 2026$3.9M
Q3 2026$5.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.4M10.5K——
Q2 2026$3.9M10.4K——
Q1 2026$4.1M11.0K——
Q4 2025$5.4M11.2K——
Q3 2025$5.7M11.0K——

Other funds holding MSFT

Other Sulzberger Capital Advisors, Inc. positions

ETHA

ISHARES TR

$25.6M
ETHA

ISHARES TR

$24.9M
ETHA

ISHARES TR

$20.7M
ETHA

ISHARES TR

$19M
ETHA

ISHARES TR

$12.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$8.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$8.3M
VGES

VANGUARD INDEX FDS

$7.8M