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WEST PACES ADVISORS INC. → MSFT

WEST PACES ADVISORS INC. MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$6M
Q3 2026
Peak value
$6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.6M
Q4 2025$5.5M
Q1 2026$4.1M
Q2 2026$4.2M
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M11.7K——
Q2 2026$4.2M11.3K——
Q1 2026$4.1M11.1K——
Q4 2025$5.5M11.3K——
Q3 2025$5.6M10.9K——

Other funds holding MSFT

Other WEST PACES ADVISORS INC. positions

VGES

VANGUARD S&P 500 ETF

$79.7M
VGES

VANGUARD S&P 500 ETF

$76.8M
VGES

VANGUARD INDEX FDS

$68.4M
VGES

VANGUARD INDEX FDS

$66.1M
VGES

VANGUARD INDEX FDS

$65.9M
ETHA

ISHARES CORE S&P MID-CAP ETF

$65.7M
ETHA

ISHARES CORE S&P MID-CAP ETF

$60.8M
ETHA

ISHARES TR

$56.8M