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Triad Wealth Partners, LLC → MSFT
Triad Wealth Partners, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$20.5M
Q3 2026
Peak value
$20.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $275K |
| Q3 2025 | $14M |
| Q4 2025 | $313K |
| Q4 2025 | $14.8M |
| Q1 2026 | $280K |
| Q1 2026 | $13.2M |
| Q2 2026 | $254K |
| Q2 2026 | $18.9M |
| Q3 2026 | $238K |
| Q3 2026 | $20.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.5M | 40.0K | — | — |
| Q3 2026 | $238K | 4.3K | — | — |
| Q2 2026 | $18.9M | 38.8K | — | — |
| Q2 2026 | $254K | 4.4K | — | — |
| Q1 2026 | $13.2M | 35.6K | — | — |
| Q1 2026 | $280K | 5.3K | — | — |
| Q4 2025 | $14.8M | 30.7K | — | — |
| Q4 2025 | $313K | 6.3K | — | — |
| Q3 2025 | $14M | 27.0K | — | — |
| Q3 2025 | $275K | 6.0K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B