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Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in MICROSOFT CORP

MONETA GROUP INVESTMENT ADVISORS LLC holds 199,334 shares of MSFT (MICROSOFT CORP), worth $74.4M as of 2026-Q2. The position was increased (+3.8% shares). MSFT represents 0.6% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$74.4M

Current Shares

199,334

Total Value Change

+$5M

Total Shares Change

+38,213

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
199,334
+3.8%
$74.4M0.6%$372.32
43
2026-Q1
Increased
192,108
+0.8%
$71.1M0.5%$368.68
42
2025-Q4
Increased
190,523
+0.8%
$92.1M0.7%$480.57
42
2025-Q3
Increased
188,938
+3.9%
$97.9M0.8%$513.72
44
2025-Q2
Increased
181,794
+9.0%
$90.4M1.1%$492.54
51
2025-Q1
Increased
166,813
+2.6%
$62.6M0.9%$371.03
43
2024-Q4
Increased
162,589
+0.9%
$68.5M1.0%$415.78
42
2024-Q3
Decreased
161,121
-1.2%
$69.3M1.0%$423.61
0

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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