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Microsoft Corporation shares owned by Holistic Planning

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 11k 430.31
2024-06-30 $2.5M 5.9k 420.75
2024-03-31 $2.5M 5.9k 420.75

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Microsoft Corporation

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

View all funds holding Microsoft Corporation