Creative Planning MSFT — MICROSOFT CORP COM

Ownership history in Creative Planning  ·  122 quarters on record

AI Ownership Summary

Creative Planning reported MICROSOFT CORP COM (MSFT) in 122 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.65% in 2023 Q4. The latest visible filing shows MSFT at 1.22% 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 Creative Planning's position in MICROSOFT CORP COM, 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 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2023 Q4

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.

MSFT stock page Creative Planning fund profile Creative Planning full holdings
How Creative Planning 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 18 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 3,517,731 +3,507,131 +33086.1% 1.22% $1.70B 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 99.7% -5.8% ✅ 10,600 -3,333,933 -99.7% 0.00% $24K 2025-11-14 $508.07
2025 Q3 ADDED — — — 3,344,533 +3,333,633 +30583.8% 1.32% $1.73B 2025-11-14 $508.07
2025 Q2 ADDED — — — 10,900 +5,900 +118.0% 0.00% $51K 2025-08-08 $519.02
2025 Q2 REDUCED 99.8% +3.6% ❌ 5,000 -2,910,631 -99.8% 0.00% $548K 2025-08-08 $519.02
2025 Q2 ADDED — — — 2,915,631 +130,950 +4.7% 1.24% $1.45B 2025-08-08 $519.02
2025 Q1 ADDED — — — 2,784,681 +128,913 +4.9% 0.98% $1.05B 2025-05-15 $450.51
2024 Q4 ADDED — — — 2,655,768 +2,650,768 +53015.4% 1.09% $1.12B 2025-02-14 $404.52
2024 Q4 REDUCED 99.8% -10.8% ✅ 5,000 -2,554,944 -99.8% 0.00% $308K 2025-02-14 $404.52
2024 Q3 ADDED — — — 2,559,944 +2,551,944 +31899.3% 1.08% $1.10B 2024-10-11 $411.51
2024 Q2 REDUCED 14.9% -3.5% ✅ 8,000 -1,400 -14.9% 0.00% $922K 2024-08-15 $416.16
2024 Q2 REDUCED 99.6% -3.5% ✅ 9,400 -2,484,909 -99.6% 0.00% $13K 2024-08-15 $416.16
2024 Q2 ADDED — — — 2,494,309 +2,492,009 +108348.2% 1.19% $1.11B 2024-08-15 $416.16
2024 Q1 REDUCED 23.3% +8.8% ❌ 2,300 -700 -23.3% 0.00% $19K 2024-05-13 $407.47
2024 Q1 REDUCED 99.9% +8.8% ❌ 3,000 -2,406,261 -99.9% 0.00% $384K 2024-05-13 $407.47
2024 Q1 ADDED — — — 2,409,261 +2,406,261 +80208.7% 1.12% $1.01B 2024-05-13 $407.47
2023 Q4 REDUCED 99.9% +13.1% ❌ 3,000 -2,361,967 -99.9% 0.00% $280K 2024-02-14 $403.30
2023 Q4 ADDED — — — 2,364,967 +2,356,767 +28741.1% 1.65% $889.3M 2024-02-14 $403.30
104 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% TRB Advisors LP 3Y 7Y 31.72% 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% Milestone Resources Group Ltd 3Y 7Y 19.04%

FAQ About Creative Planning and MSFT

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

How long has Creative Planning reported owning MSFT?

Creative Planning reported MSFT across 18 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Creative Planning's portfolio?

The largest reported portfolio weight for MSFT was 1.65% in 2023 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Creative Planning reported 3,517,731 shares, equal to 1.22% of portfolio, with an estimated market value of $1.70B.

What does the chart on this MSFT ownership page compare?

The chart compares Creative Planning'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 Creative Planning time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, Creative Planning correctly timed 52 out of 118 reported position changes (44%).

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