MSFT MICROSOFT CORP

Ownership history in CLARIS ADVISORS, LLC / MO /  ·  17 quarters on record

AI Ownership Summary

CLARIS ADVISORS, LLC / MO / reported MICROSOFT CORP (MSFT) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q2. The latest visible filing shows MSFT at 0.99% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARIS ADVISORS, LLC / MO /'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 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% 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
2023 Q4 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.

How CLARIS ADVISORS, LLC / MO / held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,685 +359 +5.7% 0.99% $3.2M 2026-02-14 (Est.) $400.41
2025 Q3 UNCHANGED 6,326 0% 1.09% $3.1M 2025-10-06 $526.38
2025 Q2 REDUCED 6,326 -722 -10.2% 1.09% $3.1M 2025-07-17 $508.74
2025 Q1 ADDED 7,048 +1,666 +31.0% 0.99% $2.6M 2025-04-17 $364.99
2024 Q4 ADDED 5,382 +2,346 +77.3% 0.85% $2.3M 2025-02-07 $405.82
2024 Q3 ADDED 3,036 +139 +4.8% 0.57% $1.3M 2024-10-31 $401.65
2024 Q2 REDUCED 2,897 -2,260 -43.8% 0.67% $1.3M 2024-08-02 $403.04
2024 Q1 ADDED 5,157 +15 +0.3% 1.09% $2.2M 2024-04-25 $393.01
2023 Q4 ADDED 5,142 +2 +0.0% 1.07% $1.9M 2024-02-06 $398.62
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CLARIS ADVISORS, LLC / MO / and MSFT

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

How long has CLARIS ADVISORS, LLC / MO / reported owning MSFT?

CLARIS ADVISORS, LLC / MO / reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in CLARIS ADVISORS, LLC / MO /'s portfolio?

The largest reported portfolio weight for MSFT was 1.09% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when CLARIS ADVISORS, LLC / MO / reported 6,685 shares, equal to 0.99% of portfolio, with an estimated market value of $3.2M.

What does the chart on this MSFT ownership page compare?

The chart compares CLARIS ADVISORS, LLC / MO /'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.

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