MSFT — MICROSOFT CORP

Ownership history in Advisor OS, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.12% (2021 Q4)
Avg. % of fund
1.45%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 43,179 +42,879 +14293.0% 1.68% $20.9M $482.52
2025 Q4 REDUCED 300 -41,793 -99.3% 0.00% $1K $482.52
2025 Q3 ADDED 42,093 +41,793 +13931.0% 1.88% $21.8M $515.81
2025 Q3 REDUCED 300 -39,098 -99.2% 0.00% $736 $515.81
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
← Back to Advisor OS, LLC Holdings