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Thrive Wealth Management, LLC → MSFT

Thrive Wealth Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$10.1M
Q3 2026
Peak value
$10.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.8M
Q1 2026$7.3M
Q2 2026$7.4M
Q3 2026$10.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.1M19.8K——
Q2 2026$7.4M19.8K——
Q1 2026$7.3M19.7K——
Q4 2025$9.8M20.4K——

Other funds holding MSFT

Other Thrive Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$195.8M
VGES

VANGUARD INDEX FDS

$189.4M
VGES

VANGUARD INDEX FDS

$184.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$183.8M
VGES

VANGUARD INDEX FDS

$169.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$160.6M
VGES

VANGUARD INDEX FDS

$158.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$154.9M