Robertson Stephens Wealth Management, LLC's ownership history for MSFT


Robertson Stephens Wealth Management, LLC currently holds 167.5K shares with a market value of $81.0M. It started holding MSFT on 2024-09-30. At its peak, it held 167.5K shares on 2025-12-31. Its highest holding value was $81.0M on 2025-12-31. At its lowest, it held 120.2K shares on 2024-09-30, with a value of $46.8M on 2025-03-31. In the recent 180 days, Robertson Stephens Wealth Management, LLC has increased its shares by 34.3K. In the recent year, Robertson Stephens Wealth Management, LLC has increased its shares by 40.3K.

It has also owned 1 contracts of puts, with the market value of the underlying securities totaling $49.7K on 2025-06-30. At its peak, it held 1 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $49.7K on 2025-06-30. At its lowest, it held 1 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $49.7K on 2025-06-30.


Robertson Stephens Wealth Management, LLC's ownership history for MSFT
Robertson Stephens Wealth Management, LLC's ownership history for MSFT Put Options