MSFT Microsoft Corporation

Ownership history in D'Orazio & Associates, Inc.  ·  43 quarters on record

AI Ownership Summary

D'Orazio & Associates, Inc. reported Microsoft Corporation (MSFT) in 43 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.73% in 2025 Q2. The latest visible filing shows MSFT at 1.56% 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 D'Orazio & Associates, Inc.'s position in Microsoft Corporation, 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 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% 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 D'Orazio & Associates, Inc. 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 REDUCED 25,183 -69 -0.3% 1.56% $12.2M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 25,252 +558 +2.3% 1.73% $13.1M 2025-11-10 $503.90
2025 Q2 ADDED 24,694 +1,328 +5.7% 1.73% $12.3M 2025-08-08 $519.02
2025 Q1 REDUCED 23,366 -53 -0.2% 1.33% $8.8M 2025-04-17 $364.99
2024 Q4 REDUCED 23,419 -219 -0.9% 1.45% $9.9M 2025-01-28 $442.91
2024 Q3 REDUCED 23,638 -184 -0.8% 1.44% $10.2M 2024-11-05 $406.70
2024 Q2 ADDED 23,822 +1,162 +5.1% 1.63% $10.6M 2024-08-08 $397.32
2024 Q1 ADDED 22,660 +5,590 +32.7% 1.54% $9.5M 2024-05-09 $406.09
2023 Q4 ADDED 17,070 +1,983 +13.1% 1.15% $6.4M 2024-02-08 $407.10
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About D'Orazio & Associates, Inc. and MSFT

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

How long has D'Orazio & Associates, Inc. reported owning MSFT?

D'Orazio & Associates, Inc. reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in D'Orazio & Associates, Inc.'s portfolio?

The largest reported portfolio weight for MSFT was 1.73% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when D'Orazio & Associates, Inc. reported 25,183 shares, equal to 1.56% of portfolio, with an estimated market value of $12.2M.

What does the chart on this MSFT ownership page compare?

The chart compares D'Orazio & Associates, Inc.'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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