Adapt Wealth Advisors »

Microsoft Corporation shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Microsoft Corporation by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $290k 690 420.72

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Tr India Erngs Fd (EPI)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Adapt Wealth Advisors

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
FMR
Geode Capital Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
Wellington Management Company
Nuveen Asset Management
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Microsoft Corporation