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Triangle Securities Wealth Management → MSFT

Triangle Securities Wealth Management MSFT Position History

Microsoft Corporation • Technology

Quarters held
10
Latest value
$10.4M
Q3 2026
Peak value
$13.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.9M
Q3 2025$13.3M
Q4 2025$1.9M
Q4 2025$11.6M
Q1 2026$2.3M
Q1 2026$8.1M
Q2 2026$2.6M
Q2 2026$7.6M
Q3 2026$3M
Q3 2026$10.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.4M20.2K——
Q3 2026$3M54.3K——
Q2 2026$7.6M20.4K——
Q2 2026$2.6M47.3K——
Q1 2026$8.1M21.9K——
Q1 2026$2.3M42.8K——
Q4 2025$11.6M23.9K——
Q4 2025$1.9M39.0K——
Q3 2025$13.3M25.7K——
Q3 2025$1.9M40.1K——

Other funds holding MSFT

Other Triangle Securities Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$19.6M
VGES

VANGUARD WORLD FD

$19.1M
VGES

VANGUARD WORLD FD

$18.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$18M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.3M
VGES

VANGUARD WORLD FD

$15.3M