AMARA FINANCIAL, LLC. MSFT — MICROSOFT CORP

Ownership history in AMARA FINANCIAL, LLC.  ·  6 quarters on record

AI Ownership Summary

AMARA FINANCIAL, LLC. reported MICROSOFT CORP (MSFT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.34% in 2025 Q2. The latest visible filing shows MSFT at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMARA FINANCIAL, LLC.'s position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page AMARA FINANCIAL, LLC. fund profile AMARA FINANCIAL, LLC. full holdings
How AMARA FINANCIAL, LLC. held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 790 +2 +0.3% 0.26% $382K 2026-02-14 (Est.) $400.41
2025 Q3 ADDED — — — 788 +2 +0.3% 0.30% $408K 2025-11-10 $503.90
2025 Q2 ADDED — — — 786 +21 +2.7% 0.34% $391K 2025-08-11 $518.76
2025 Q1 ADDED — — — 765 +1 +0.1% 0.27% $287K 2025-04-25 $388.87
2024 Q4 UNCHANGED — — — 764 — 0% 0.30% $322K 2025-02-06 $411.84
2024 Q3 INITIATED — — — 764 — — 0.31% $329K 2024-11-07 $420.51

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% DDD Partners, LLC 3Y 7Y 29.42% BELLEVUE ASSET MANAGEMENT, LLC 3Y 24.19% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% TenCore Partners, LP 3Y 22.68% Lakeside Advisors, INC. 3Y 20.91% Union Bancaire Privee, UBP SA 20.47% Ivory Union Consulting Ltd 19.17% ONE WEALTH CAPITAL MANAGEMENT, LLC 17.26% Groupe des Assurances du Credit Mutuel 17.12%

FAQ About AMARA FINANCIAL, LLC. and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMARA FINANCIAL, LLC. reported owning MSFT?

AMARA FINANCIAL, LLC. reported MSFT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported MSFT position in AMARA FINANCIAL, LLC.'s portfolio?

The largest reported portfolio weight for MSFT was 0.34% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when AMARA FINANCIAL, LLC. reported 790 shares, equal to 0.26% of portfolio, with an estimated market value of $382K.

What does the chart on this MSFT ownership page compare?

The chart compares AMARA FINANCIAL, LLC.'s quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMARA FINANCIAL, LLC. time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, AMARA FINANCIAL, LLC. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on MSFT relative to SPY over the holding period was -14.5%.

← Back to AMARA FINANCIAL, LLC. Holdings