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Turtle Creek Wealth Advisors, LLC → MSFT

Turtle Creek Wealth Advisors, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$68.6M
Q3 2026
Peak value
$68.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$44.2M
Q4 2025$46.5M
Q1 2026$39.3M
Q2 2026$44.6M
Q3 2026$68.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$68.6M133.7K——
Q2 2026$44.6M119.7K——
Q1 2026$39.3M106.2K——
Q4 2025$46.5M96.2K——
Q3 2025$44.2M85.3K——

Other funds holding MSFT

Other Turtle Creek Wealth Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$131.1M
VGES

VANGUARD INDEX FDS

$124.8M
VGES

VANGUARD INDEX FDS

$101.4M
SPY

STATE STR SPDR S&P 500 ETF T

$90.5M
VGES

VANGUARD INDEX FDS

$88.8M
AAPL

APPLE INC

$84.5M
NVDA

NVIDIA CORPORATION

$76.5M
ETHA

ISHARES TR

$76.5M