MSFT — MICROSOFT CORP COM

Ownership history in Henrickson Nauta Wealth Advisors, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Henrickson Nauta Wealth Advisors, 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
0.76% (2022 Q1)
Avg. % of fund
0.59%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,056 +2,595 +75.0% 0.43% $2.9M $482.52
2025 Q3 ADDED 3,461 +262 +8.2% 0.57% $1.8M $515.81
2025 Q2 ADDED 3,199 +217 +7.3% 0.55% $1.6M $494.54
2025 Q1 ADDED 2,982 +75 +2.6% 0.47% $1.1M $372.54
13 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%
← Back to Henrickson Nauta Wealth Advisors, Inc. Holdings