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Wolff Financial Management LLC → MSFT

Wolff Financial Management LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.1M
Q1 2026$2.4M
Q2 2026$2.9M
Q3 2026$4.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.2M8.2K——
Q2 2026$2.9M7.8K——
Q1 2026$2.4M6.5K——
Q4 2025$3.1M6.5K——

Other funds holding MSFT

Other Wolff Financial Management LLC positions

VGES

VANGUARD INDEX FDS

$50.8M
VGES

VANGUARD TAX-MANAGED FDS

$50M
VGES

VANGUARD TAX-MANAGED FDS

$49.6M
VGES

VANGUARD INDEX FDS

$48.6M
VGES

VANGUARD TAX-MANAGED FDS

$46.3M
VGES

VANGUARD INDEX FDS

$44.6M
VGES

VANGUARD TAX-MANAGED FDS

$44.5M
ETHA

ISHARES TR

$42.8M