MSFT MICROSOFT CORP

Ownership history in Focus Financial Network, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Focus Financial Network, Inc. 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
1.45% (2024 Q1)
Avg. % of fund
1.25%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 66,664 -846 -1.3% 1.12% $32.2M $482.52
2025 Q3 ADDED 67,510 +58 +0.1% 1.25% $35.0M $515.81
2025 Q2 REDUCED 67,452 -12,811 -16.0% 1.32% $33.6M $494.54
2025 Q1 ADDED 80,263 +968 +1.2% 1.23% $30.1M $372.54
2024 Q4 ADDED 79,295 +2,999 +3.9% 1.33% $33.4M $417.46
2024 Q3 ADDED 76,296 +31,998 +72.2% 1.34% $32.8M $425.32
2024 Q2 REDUCED 44,298 -29,168 -39.7% 0.94% $7.0M $440.99
2024 Q1 INITIATED 73,466 1.45% $29.7M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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