Position history for Integrated Wealth Concepts LLC's holdings in MICROSOFT CORP
Integrated Wealth Concepts LLC holds 218,766 shares of MSFT (MICROSOFT CORP), worth $105.8M as of 2025-Q4. The position was decreased (-32.7% shares). MSFT represents 1.3% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$105.8M
Current Shares
218,766
Total Value Change
-$7.4M
Total Shares Change
-34,417
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |