Position history for AE Wealth Management LLC's holdings in MICROSOFT CORP
AE Wealth Management LLC holds 1M shares of MSFT (MICROSOFT CORP), worth $498.9M as of 2025-Q4. The position was increased (++17.2% shares). MSFT represents 2.9% of AE Wealth Management LLC's portfolio.
Current Value
$498.9M
Current Shares
1M
Total Value Change
+$222.6M
Total Shares Change
+413,457
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1M |
+17.2% |
| $498.9M |
| 2.9% |
| $487.48 |
63 |
| 2025-Q3 | Increased | 879,949 | +7.0% | $455.8M | 2.9% | $513.64 | 57 |
| 2025-Q2 | Increased | 821,982 | +0.5% | $408.9M | 3.0% | $494.20 | 54 |
| 2025-Q1 | Increased | 818,083 | +8.4% | $307.1M | 2.6% | $376.78 | 58 |
| 2024-Q4 | Increased | 754,812 | +11.3% | $318.2M | 2.7% | $421.72 | 59 |
| 2024-Q3 | Increased | 678,418 | +9.8% | $291.9M | 2.6% | $424.04 | 58 |
| 2024-Q2 | Increased | 618,084 | +19.3% | $276.3M | 2.8% | $441.99 | 62 |