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Wealth Alliance Advisory Group, LLC → MSFT

Wealth Alliance Advisory Group, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$13.5M
Q3 2026
Peak value
$13.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.5M
Q1 2026$7.9M
Q2 2026$8.7M
Q3 2026$13.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.5M26.3K——
Q2 2026$8.7M23.4K——
Q1 2026$7.9M21.4K——
Q4 2025$9.5M19.6K——

Other funds holding MSFT

Other Wealth Alliance Advisory Group, LLC positions

ETHA

ISHARES TR

$66.5M
ETHA

ISHARES TR

$63.1M
FIS

FIDELITY COVINGTON TRUST

$57.6M
FIS

FIDELITY COVINGTON TRUST

$55.2M
ETHA

ISHARES TR

$55.1M
ETHA

ISHARES TR

$54.7M
FIS

FIDELITY COVINGTON TRUST

$49.2M
VGES

VANGUARD INDEX FDS

$44.2M