MSFT MICROSOFT CORP COM

Ownership history in Ellevest, Inc.  ·  29 quarters on record

This page tracks every 13F SEC filing in which Ellevest, Inc. 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
2.27% (2025 Q2)
Avg. % of fund
0.65%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 27,479 -443 -1.6% 1.84% $13.3M $482.52
2025 Q3 REDUCED 27,922 -670 -2.3% 2.07% $14.5M $515.81
2025 Q2 REDUCED 28,592 -639 -2.2% 2.27% $14.2M $494.54
2025 Q1 REDUCED 29,231 -2,471 -7.8% 0.73% $11.0M $372.54
25 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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