Ownership history in Challenger Wealth Management · 5 quarters on record
This page tracks every 13F SEC filing in which Challenger Wealth Management 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 | REDUCED | 8,588 | -38 | -0.4% | 3.17% | $4.2M | $482.52 |
| 2025 Q3 | REDUCED | 8,626 | -753 | -8.0% | 3.49% | $4.5M | $515.81 |
| 2025 Q2 | REDUCED | 9,379 | -202 | -2.1% | 3.24% | $4.7M | $494.54 |
| 2025 Q1 | REDUCED | 9,581 | -1,492 | -13.5% | 2.85% | $3.6M | $372.54 |
| 2024 Q4 | INITIATED | 11,073 | — | — | 4.02% | $4.7M | $417.46 |
As of 2025 Q4 — sorted by position size