Position history for Integrated Wealth Concepts LLC's holdings in MICROSOFT CORP
Integrated Wealth Concepts LLC holds 360,796 shares of MSFT (MICROSOFT CORP), worth $133.6M as of 2026-Q1. The position was increased (+64.9% shares). MSFT represents 1.1% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$133.6M
Current Shares
360,796
Total Value Change
+$20.4M
Total Shares Change
+107,613
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 360,796 |
+64.9% |
| $133.6M |
| 1.1% |
| $403.93 |
70 |
| 2025-Q4 | Decreased | 218,766 | -32.7% | $105.8M | 1.3% | $487.48 | 0 |
| 2025-Q3 | Increased | 324,959 | +3.7% | $168.3M | 1.5% | $513.64 | 50 |
| 2025-Q2 | Increased | 313,235 | +10.1% | $155.8M | 1.6% | $494.20 | 53 |
| 2025-Q1 | Increased | 284,425 | +1.8% | $106.8M | 1.2% | $376.78 | 48 |
| 2024-Q4 | Increased | 279,364 | +9.1% | $117.8M | 1.4% | $421.72 | 52 |
| 2024-Q3 | Increased | 256,084 | +1.1% | $110.2M | 1.3% | $424.04 | 48 |
| 2024-Q2 | Decreased | 253,183 | -2.9% | $113.2M | 1.5% | $441.99 | 0 |