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Position history for WAWealthspire Advisors, LLC's holdings in MICROSOFT CORP

Wealthspire Advisors, LLC holds 342,187 shares of MSFT (MICROSOFT CORP), worth $127.6M as of 2026-Q2. The position was increased (+44.0% shares). MSFT represents 0.7% of Wealthspire Advisors, LLC's portfolio.

Current Value

$127.6M

Current Shares

342,187

Total Value Change

+$31.9M

Total Shares Change

+119,702

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
342,187
+44.0%
$127.6M0.7%$372.32
57
2026-Q1
Decreased
237,664
-16.1%
$88M0.7%$368.68
0
2025-Q4
Increased
283,281
+31.5%
$137M1.1%$480.57
61
2025-Q3
Decreased
215,492
-51.5%
$111.6M0.6%$513.72
0
2025-Q2
Decreased
444,374
-0.8%
$221M1.2%$492.54
0
2025-Q1
Increased
447,888
+93.2%
$168.1M1.0%$371.03
76
2024-Q4
Increased
231,856
+4.2%
$97.7M1.0%$415.78
44
2024-Q3
Increased
222,485
+38.3%
$95.7M1.0%$423.61
55

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

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