Ownership history in Beacon Pointe Advisors, LLC Β· 44 quarters on record
This page tracks every 13F SEC filing in which Beacon Pointe Advisors, 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 β sourced directly from SEC EDGAR 13F filings.
π Beacon Pointe Advisors, LLC outperformed the S&P 500 by +5.9% annually on this MSFT position. Timing score: 70% (30/43 decisions correct). Average cost basis: $380.61. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 5.9% per year on this position.
43 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
30 of 43 add/trim decisions correct
Best entry: $94.82 (2018 Q4) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 20 trims. Bought during 1 of 8 down-price quarters. π More buys than sells across the holding period.
π Beacon Pointe Advisors, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 2.29% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size