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TruNorth Capital Management, LLC → MSFT

TruNorth Capital Management, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
10
Latest value
$4.3M
Q3 2026
Peak value
$4.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.9M
Q3 2025$2.8M
Q4 2025$4.2M
Q4 2025$3.7M
Q1 2026$4.4M
Q1 2026$2.7M
Q2 2026$4.7M
Q2 2026$2.7M
Q3 2026$4.8M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M8.3K——
Q3 2026$4.8M86.4K——
Q2 2026$2.7M7.3K——
Q2 2026$4.7M86.6K——
Q1 2026$2.7M7.2K——
Q1 2026$4.4M83.4K——
Q4 2025$3.7M7.6K——
Q4 2025$4.2M83.6K——
Q3 2025$2.8M5.5K——
Q3 2025$3.9M83.7K——

Other funds holding MSFT

Other TruNorth Capital Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$164.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$157.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$133.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$130.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$130.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$69.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$66M
HONA

DIMENSIONAL ETF TRUST

$62.8M