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Wealth Architects, LLC → MSFT

Wealth Architects, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
10
Latest value
$10.4M
Q3 2026
Peak value
$40.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$33.9M
Q3 2025$11M
Q4 2025$36.6M
Q4 2025$10M
Q1 2026$38.3M
Q1 2026$7.6M
Q2 2026$38.2M
Q2 2026$7.9M
Q3 2026$40.8M
Q3 2026$10.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.4M20.3K——
Q3 2026$40.8M730.1K——
Q2 2026$7.9M21.1K——
Q2 2026$38.2M707.1K——
Q1 2026$7.6M20.6K——
Q1 2026$38.3M725.9K——
Q4 2025$10M20.6K——
Q4 2025$36.6M733.6K——
Q3 2025$11M21.2K——
Q3 2025$33.9M734.7K——

Other funds holding MSFT

Other Wealth Architects, LLC positions

ETHA

ISHARES TR

$87.7M
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ISHARES CORE S&P 500 ETF

$86.5M
ETHA

ISHARES TR

$78.9M
ETHA

ISHARES TR

$78.7M
LRCX

LAM RESEARCH CORP

$77.2M
ETHA

ISHARES CORE S&P 500 ETF

$75.6M
ETHA

ISHARES CORE S&P SMALL CAP ETF

$74.9M
ETHA

ISHARES TR

$69.6M
Wealth Architects, LLC MSFT Holdings: 13F Position History | Track13F