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True Link Financial Advisors, LLC → MSFT
True Link Financial Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
14
Latest value
$1.2M
Q3 2026
Peak value
$61.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $51.9M |
| Q3 2025 | $1.2M |
| Q4 2025 | $57.3M |
| Q4 2025 | $1.5M |
| Q1 2026 | $59.1M |
| Q1 2026 | $59.1M |
| Q1 2026 | $1M |
| Q1 2026 | $1M |
| Q2 2026 | $1.1M |
| Q2 2026 | $59.7M |
| Q2 2026 | $3K |
| Q2 2026 | $986K |
| Q3 2026 | $61.8M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 2.4K | — | — |
| Q3 2026 | $61.8M | 1.11M | — | — |
| Q2 2026 | $986K | 2.6K | — | — |
| Q2 2026 | $3K | 2.6K | — | — |
| Q2 2026 | $59.7M | 1.11M | — | — |
| Q2 2026 | $1.1M | 1.11M | — | — |
| Q1 2026 | $1M | 2.7K | — | — |
| Q1 2026 | $1M | 2.7K | — | — |
| Q1 2026 | $59.1M | 1.12M | — | — |
| Q1 2026 | $59.1M | 1.12M | — | — |
| Q4 2025 | $1.5M | 3.1K | — | — |
| Q4 2025 | $57.3M | 1.15M | — | — |
| Q3 2025 | $1.2M | 2.3K | — | — |
| Q3 2025 | $51.9M | 1.13M | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other True Link Financial Advisors, LLC positions
VGES
$437.7MVANGUARD INTERMEDIATE-TERM BOND ETF
VGES
$436.1MVANGUARD INTERMEDIATE-TERM BOND ETF
VGES
$413.5MVANGUARD INTERMEDIATE-TERM BOND ETF
VGES
$413.5MVANGUARD INTERMEDIATE-TERM BOND ETF
VGES
$407MVANGUARD INTERMEDIATE-TERM BOND ETF
VGES
$378.9MVANGUARD INTERMEDIATE-TERM BOND ETF
ETHA
$215.8MISHARES CORE S&P 500 ETF
ETHA
$211.2MISHARES CORE S&P 500 ETF