MSFT MICROSOFT CORP

Ownership history in HighPoint Advisor Group LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which HighPoint Advisor Group LLC 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
5.34% (2025 Q2)
Avg. % of fund
3.18%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 210,396 +3,761 +1.8% 4.72% $101.8M $482.52
2025 Q3 ADDED 206,635 +4,454 +2.2% 5.10% $107.0M $515.81
2025 Q2 ADDED 202,181 +7,562 +3.9% 5.34% $100.6M $494.54
2025 Q1 ADDED 194,619 +1,744 +0.9% 4.46% $76.7M $372.54
2024 Q4 ADDED 192,875 +6,511 +3.5% 4.32% $79.5M $417.46
2024 Q3 REDUCED 186,364 -3,860 -2.0% 4.67% $80.2M $425.32
2024 Q2 ADDED 190,224 +19,337 +11.3% 4.80% $80.5M $440.99
2024 Q1 REDUCED 170,887 -331 -0.2% 4.99% $70.7M $414.36
2023 Q4 ADDED 171,218 +1,645 +1.0% 5.18% $72.4M $369.67
2022 Q2 ADDED 169,573 +9,473 +5.9% 4.94% $45.1M $249.03
27 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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