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Position history for IWIntegrated Wealth Concepts LLC's holdings in MICROSOFT CORP

Integrated Wealth Concepts LLC holds 504,593 shares of MSFT (MICROSOFT CORP), worth $188.3M as of 2026-Q2. The position was increased (+39.9% shares). MSFT represents 0.9% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$188.3M

Current Shares

504,593

Total Value Change

+$78.1M

Total Shares Change

+248,509

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
504,593
+39.9%
$188.3M0.9%$372.32
57
2026-Q1
Increased
360,796
+64.9%
$133.6M1.1%$368.68
70
2025-Q4
Decreased
218,766
-32.7%
$105.8M1.3%$480.57
0
2025-Q3
Increased
324,959
+3.7%
$168.3M1.5%$513.72
50
2025-Q2
Increased
313,235
+10.1%
$155.8M1.6%$492.54
53
2025-Q1
Increased
284,425
+1.8%
$106.8M1.2%$371.03
48
2024-Q4
Increased
279,364
+9.1%
$117.8M1.4%$415.78
52
2024-Q3
Increased
256,084
+1.1%
$110.2M1.3%$423.61
48

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

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