Back to MSFT

VALLEY NATIONAL ADVISERS INC → MSFT

VALLEY NATIONAL ADVISERS INC MSFT Position History

Microsoft Corporation • Technology

Quarters held
6
Latest value
$19.4M
Q3 2026
Peak value
$19.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$40K
Q4 2025$19.2M
Q1 2026$29K
Q1 2026$14.9M
Q2 2026$14.5M
Q3 2026$19.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19.4M37.9K——
Q2 2026$14.5M39.0K——
Q1 2026$14.9M40.4K——
Q1 2026$29K81——
Q4 2025$19.2M39.6K——
Q4 2025$40K84——

Other funds holding MSFT

Other VALLEY NATIONAL ADVISERS INC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$65M
SCHW-PJ

SCHWAB STRATEGIC TR

$62.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$53M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$44M
AAPL

APPLE INC

$41.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$38.9M
VGES

VANGUARD INDEX FDS

$38.4M