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Westwood Wealth Management → MSFT

Westwood Wealth Management MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$10.9M
Q3 2026
Peak value
$10.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.5M
Q1 2026$8.9M
Q2 2026$8.1M
Q3 2026$10.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.9M21.3K——
Q2 2026$8.1M21.8K——
Q1 2026$8.9M24.1K——
Q4 2025$1.5M3.1K——

Other funds holding MSFT

Other Westwood Wealth Management positions

NVDA

NVIDIA CORPORATION

$124.1M
NVDA

NVIDIA CORPORATION

$111.4M
NVDA

NVIDIA CORPORATION

$98.3M
GOOGN

ALPHABET INC

$26.3M
GOOGN

ALPHABET INC

$25.1M
GOOGN

ALPHABET INC

$21.4M
KOLD

PROSHARES TR

$21.1M
KOLD

PROSHARES TR

$20.8M