MSFT — MICROSOFT CORP COM

Ownership history in Focus Partners Wealth  ·  11 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth 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
5.65% (2024 Q2)
Avg. % of fund
2.78%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,434,417 +1,632,442 +58.3% 2.45% $2.15B $482.52
2025 Q3 ADDED 2,801,975 +70,583 +2.6% 2.34% $1.45B $515.81
2025 Q2 ADDED 2,731,392 +49,128 +1.8% 2.94% $1.36B $494.54
2025 Q1 ADDED 2,682,264 +218,093 +8.9% 2.52% $1.01B $372.54
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
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