MSFT MICROSOFT CORP

Ownership history in Corient Private Wealth LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Corient Private Wealth 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
6.88% (2025 Q4)
Avg. % of fund
3.0%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,822,280 +17,821,380 +1980153.3% 6.88% $5.17B $482.52
2025 Q3 REDUCED 900 -5,328,494 -100.0% 0.00% $466K $515.81
2025 Q3 ADDED 5,329,394 +5,328,494 +592054.9% 4.32% $2.74B $515.81
2025 Q2 REDUCED 900 -5,714,104 -100.0% 0.00% $9K $494.54
2025 Q2 REDUCED 5,715,004 -39,979 -0.7% 3.01% $2.86B $494.54
2025 Q1 REDUCED 5,754,983 -433,287 -7.0% 3.53% $2.16B $372.54
2024 Q4 REDUCED 6,188,270 -372,869 -5.7% 4.29% $2.58B $417.46
2024 Q3 ADDED 6,561,139 +6,550,239 +60093.9% 4.41% $2.82B $425.32
2024 Q3 UNCHANGED 10,900 0% 0.01% $4.7M $425.32
2024 Q2 REDUCED 10,900 -6,317,127 -99.8% 0.01% $4.9M $440.99
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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