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
2024 Q4 ADDED 2,464,171 +2,464,071 +2464071.0% 2.86% $1.10B $417.46
2024 Q4 REDUCED 100 -1,841,826 -100.0% 0.00% $4K $417.46
2024 Q3 REDUCED 1,841,926 -1,915,416 -51.0% 2.52% $792.5M $425.32
2024 Q2 ADDED 3,757,342 +2,634,090 +234.5% 5.65% $1.68B $440.99
2024 Q1 ADDED 1,123,252 +476,926 +73.8% 3.84% $472.6M $414.36
2023 Q4 ADDED 646,326 +355,765 +122.4% 3.18% $243.0M $369.67
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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