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Microsoft Corporation shares owned by ADG Wealth Management Group

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by ADG Wealth Management Group from 13F filings

Historical chart of ADG Wealth Management Group investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by ADG Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by ADG Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 551 517.95
2025-06-30 $249k 501 497.41

More positions owned by ADG Wealth Management Group

Ishares S&p 500 Growth Etf Ishares Tr (IVW)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP)
Ishares S&p 500 Value Etf Ishares Tr (IVE)
J P Morgan Exchange Traded Fd Equity Premium J P Morgan Exchange Traded F (JEPI)
J P Morgan Exchange Traded Fd Nasdaq Eqt Prem J P Morgan Exchange Traded F (JEPQ)
Vanguard Whitehall Fds Intl High Etf Vanguard Whitehall Fds (VYMI)
Ishares Trust Core Divid Gwth Ishares Tr (DGRO)
Ishares Core S&p Mid-cap Etf Ishares Tr (IJH)
Ishares Core S&p 500 Etf Ishares Tr (IVV)
Ishares Tr Intl Div Grwth Ishares Tr (IGRO)
Utilities Select Sector Spdr Fund Select Sector Spdr Tr (XLU)
Ishares Trust Core Msci Eafe Etf Ishares Tr (IEFA)
Ishares Tr Msci Usa Qlt Fct Ishares Tr (QUAL)
Chevron Corp Chevron Corp New (CVX)
Ishares Select Dividend Etf Ishares Tr (DVY)

View all positions for ADG Wealth Management Group

Top funds holding Microsoft Corporation

Barclays
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Capital Research and Management Company - Division 3
Capital Research Global Investors
Capital World Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Microsoft Corporation