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.
| 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 |
| 2025 Q2 | ADDED | 39,398 | +39,098 | +13032.7% | 1.93% | $19.6M | $494.54 |
| 2025 Q2 | REDUCED | 300 | -36,131 | -99.2% | 0.00% | $2K | $494.54 |
| 2025 Q1 | REDUCED | 36,431 | -2,439 | -6.3% | 1.56% | $13.7M | $372.54 |
| 2024 Q4 | ADDED | 38,870 | +88 | +0.2% | 1.90% | $16.4M | $417.46 |
| 2024 Q3 | ADDED | 38,782 | +980 | +2.6% | 1.66% | $16.7M | $425.32 |
| 2024 Q2 | ADDED | 37,802 | +2,549 | +7.2% | 1.85% | $16.9M | $440.99 |
As of 2025 Q4 — sorted by position size