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Trinity Financial Advisors LLC → MSFT
Trinity Financial Advisors LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$1.8M
Q3 2026
Peak value
$37.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $33M |
| Q4 2025 | $1.9M |
| Q1 2026 | $34.9M |
| Q1 2026 | $1.5M |
| Q2 2026 | $36.1M |
| Q2 2026 | $1.5M |
| Q3 2026 | $37.2M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 3.5K | — | — |
| Q3 2026 | $37.2M | 666.7K | — | — |
| Q2 2026 | $1.5M | 3.9K | — | — |
| Q2 2026 | $36.1M | 668.4K | — | — |
| Q1 2026 | $1.5M | 4.0K | — | — |
| Q1 2026 | $34.9M | 662.2K | — | — |
| Q4 2025 | $1.9M | 3.9K | — | — |
| Q4 2025 | $33M | 661.6K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B