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Valeo Financial Advisors, LLC → MSFT
Valeo Financial Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
22
Latest value
$4K
Q3 2026
Peak value
$106.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $106.9M |
| Q3 2025 | $4K |
| Q4 2025 | $1.4M |
| Q4 2025 | $99.5M |
| Q4 2025 | $97K |
| Q4 2025 | $4K |
| Q1 2026 | $1.6M |
| Q1 2026 | $65.2M |
| Q1 2026 | $148K |
| Q1 2026 | $6K |
| Q1 2026 | $37K |
| Q2 2026 | $2.2M |
| Q2 2026 | $66.9M |
| Q2 2026 | $12K |
| Q2 2026 | $6K |
| Q2 2026 | $37K |
| Q3 2026 | $2.6M |
| Q3 2026 | $93.4M |
| Q3 2026 | $17K |
| Q3 2026 | $9K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 100 | — | — |
| Q3 2026 | $9K | 200 | — | — |
| Q3 2026 | $17K | 400 | — | — |
| Q3 2026 | $93.4M | 182.1K | — | — |
| Q3 2026 | $2.6M | 47.4K | — | — |
| Q2 2026 | $37K | 100 | — | — |
| Q2 2026 | $6K | 200 | — | — |
| Q2 2026 | $12K | 400 | — | — |
| Q2 2026 | $66.9M | 179.3K | — | — |
| Q2 2026 | $2.2M | 41.5K | — | — |
| Q1 2026 | $37K | 100 | — | — |
| Q1 2026 | $6K | 200 | — | — |
| Q1 2026 | $148K | 400 | — | — |
| Q1 2026 | $65.2M | 176.1K | — | — |
| Q1 2026 | $1.6M | 29.5K | — | — |
| Q4 2025 | $4K | 100 | — | — |
| Q4 2025 | $97K | 200 | — | — |
| Q4 2025 | $99.5M | 205.6K | — | — |
| Q4 2025 | $1.4M | 28.2K | — | — |
| Q3 2025 | $4K | 100 | — | — |
| Q3 2025 | $106.9M | 206.4K | — | — |
| Q3 2025 | $1.3M | 28.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B