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WT Wealth Management → MSFT

WT Wealth Management MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$7.7M
Q3 2026
Peak value
$9.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.9M
Q4 2025$9.1M
Q1 2026$4.4M
Q2 2026$5.8M
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M15.1K——
Q2 2026$5.8M15.6K——
Q1 2026$4.4M12.0K——
Q4 2025$9.1M18.8K——
Q3 2025$9.9M19.1K——

Other funds holding MSFT

Other WT Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$33.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$33.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.5M
SGOL

ETFS GOLD TR

$19M
SGOL

ETFS GOLD TR

$18.6M
SGOL

ETFS GOLD TR

$17.3M