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United Asset Strategies, Inc. → MSFT

United Asset Strategies, Inc. MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$65.6M
Q3 2026
Peak value
$65.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$50.8M
Q1 2026$41M
Q2 2026$48.8M
Q3 2026$65.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$65.6M127.9K——
Q2 2026$48.8M130.7K——
Q1 2026$41M110.6K——
Q4 2025$50.8M105.1K——

Other funds holding MSFT

Other United Asset Strategies, Inc. positions

AAPL

APPLE INC

$98.2M
NVDA

NVIDIA CORPORATION

$97.7M
NVDA

NVIDIA CORPORATION

$84.8M
AAPL

APPLE INC

$82.5M
NVDA

NVIDIA CORPORATION

$72.9M
GOOGN

ALPHABET INC

$71.1M
NVDA

NVIDIA CORPORATION

$68.4M
GOOGN

ALPHABET INC

$65M