Ownership history in ADVISORY RESEARCH INC · 95 quarters on record
This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in MICROSOFT COMMON (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 | REDUCED | 41,743 | -7 | -0.0% | 2.54% | $20.2M | $482.52 |
| 2025 Q3 | ADDED | 41,750 | +9,320 | +28.7% | 2.84% | $21.6M | $515.81 |
| 2025 Q2 | ADDED | 32,430 | +4,833 | +17.5% | 2.48% | $16.1M | $494.54 |
| 2025 Q1 | REDUCED | 27,597 | -1,257 | -4.4% | 1.83% | $10.4M | $372.54 |
| 2024 Q4 | REDUCED | 28,854 | -193 | -0.7% | 2.02% | $12.2M | $417.46 |
| 2024 Q3 | REDUCED | 29,047 | -11,312 | -28.0% | 2.22% | $12.5M | $425.32 |
| 2024 Q2 | REDUCED | 40,359 | -4,403 | -9.8% | 3.39% | $18.0M | $440.99 |
| 2024 Q1 | REDUCED | 44,762 | -2,521 | -5.3% | 3.74% | $18.8M | $414.36 |
| 2023 Q4 | REDUCED | 47,283 | -9,227 | -16.3% | 2.74% | $17.8M | $369.67 |
| 2023 Q3 | REDUCED | 56,510 | -844 | -1.5% | 2.48% | $17.8M | $309.77 |
As of 2025 Q4 — sorted by position size