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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $2.5M 5.9k 420.75

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

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