MSFT MICROSOFT CORP COM

Ownership history in Diversified Trust Co  ·  62 quarters on record

This page tracks every 13F SEC filing in which Diversified Trust Co reported a position in MICROSOFT CORP COM (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
2.4% (2025 Q3)
Avg. % of fund
0.81%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
62
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 233,030 +705 +0.3% 2.07% $112.7M $482.52
2025 Q3 ADDED 232,325 +16,569 +7.7% 2.40% $120.3M $515.81
2025 Q2 REDUCED 215,756 -7,412 -3.3% 2.38% $107.3M $494.54
2025 Q1 ADDED 223,168 +1,324 +0.6% 2.07% $83.8M $372.54
2024 Q4 ADDED 221,844 +6,378 +3.0% 2.28% $93.5M $417.46
2024 Q3 ADDED 215,466 +30,553 +16.5% 2.34% $92.7M $425.32
2024 Q2 ADDED 184,913 +5,189 +2.9% 2.34% $82.6M $440.99
2024 Q1 ADDED 179,724 +7,418 +4.3% 2.28% $75.6M $414.36
2023 Q4 REDUCED 172,306 -117 -0.1% 2.18% $64.8M $369.67
2023 Q3 ADDED 172,423 +32,072 +22.9% 2.06% $54.4M $309.77
52 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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