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Microsoft Corporation shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Microsoft Corporation by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $78M 180k 430.30
2024-06-30 $78M 174k 446.95
2024-03-31 $56M 132k 420.72
2023-12-31 $50M 133k 376.04

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Capital Research Global Investors
Bank of America Corporation
Northern Trust
Capital World Investors
Legal & General Group
Bank of New York Mellon
Ubs Global Asset Management Americas

View all funds holding Microsoft Corporation