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WEALTH EFFECTS LLC → MSFT

WEALTH EFFECTS LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$8.3M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.6M
Q4 2025$8M
Q1 2026$6.3M
Q2 2026$6.4M
Q3 2026$8.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.3M16.2K——
Q2 2026$6.4M17.2K——
Q1 2026$6.3M16.9K——
Q4 2025$8M16.5K——
Q3 2025$8.6M16.7K——

Other funds holding MSFT

Other WEALTH EFFECTS LLC positions

GCT

AVADEL PHARMACEUTICALS PLC

$40.8M
NVDA

NVIDIA CORPORATION

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GCT

AVADEL PHARMACEUTICALS PLC

$35M
NVDA

NVIDIA CORPORATION

$31.5M
NVDA

NVIDIA CORPORATION

$30.6M
NVDA

NVIDIA CORPORATION

$29.6M
NVDA

NVIDIA CORPORATION

$27.4M
AAPL

APPLE INC

$25.9M