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Wealth Advisory Solutions, LLC → MSFT

Wealth Advisory Solutions, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$11.7M
Q3 2026
Peak value
$11.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6M
Q4 2025$5.6M
Q1 2026$7.2M
Q2 2026$8.8M
Q3 2026$11.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.7M22.7K——
Q2 2026$8.8M23.5K——
Q1 2026$7.2M19.5K——
Q4 2025$5.6M11.5K——
Q3 2025$6M11.7K——

Other funds holding MSFT

Other Wealth Advisory Solutions, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$45.7M
SPY

STATE STR SPDR S&P 500 ETF T

$44.9M
SPY

SPDR S&P 500 ETF TR

$41.4M
SPY

SPDR S&P 500 ETF TR

$40.5M
SPY

STATE STR SPDR S&P 500 ETF T

$40.2M
ETHA

ISHARES TR

$30.7M
IVZ

INVESCO EXCHANGE TRADED FD T

$29M
STT-PG

SPDR SERIES TRUST

$28.8M