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Willow Creek Wealth Management Inc. → MSFT

Willow Creek Wealth Management Inc. MSFT Position History

Microsoft Corporation • Technology

Quarters held
6
Latest value
$3.7M
Q3 2026
Peak value
$38.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$33.8M
Q3 2025$2.5M
Q2 2026$37.5M
Q2 2026$2.7M
Q3 2026$38.4M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M7.2K——
Q3 2026$38.4M688.2K——
Q2 2026$2.7M7.2K——
Q2 2026$37.5M693.5K——
Q3 2025$2.5M4.7K——
Q3 2025$33.8M732.4K——

Other funds holding MSFT

Other Willow Creek Wealth Management Inc. positions

VGES

VANGUARD BD INDEX FDS

$140.3M
VGES

VANGUARD BD INDEX FDS

$137.9M
VGES

VANGUARD BD INDEX FDS

$118.7M
STT-PG

SPDR SERIES TRUST

$115.9M
STT-PG

SPDR SERIES TRUST

$114.4M
STT-PG

SPDR SERIES TRUST

$101.7M
CRDO

DIMENSIONAL ETF TRUST

$59.3M
CRDO

DIMENSIONAL ETF TRUST

$58.4M