MSFT β€” MICROSOFT CORP COM

Ownership history in HighTower Advisors, LLC  Β·  124 quarters on record

This page tracks every 13F SEC filing in which HighTower Advisors, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.37% (2024 Q2)
πŸ“Š Avg. % of fund
1.09%
πŸ“… First filed
2009 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
124

Position Intelligence

HighTower Advisors, LLC Γ— MSFT AI Analytics

πŸ“ˆ HighTower Advisors, LLC outperformed the S&P 500 by +4.6% annually on this MSFT position. Timing score: 44% (54/123 decisions correct). Average cost basis: $275.08. Maximum drawdown during holding period: –30.3%.

πŸ“ˆ Position Alpha vs SPY
+4.6%
annualised excess return

βœ… Outperformed SPY on this position by 4.6% ann.
123 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
54 of 123 add/trim decisions correct

πŸ’° Entry Quality
$275.08
+75.4% vs current ($482.52)

Best entry: $13.48 (2009 Q1)  Β·  Worst: $515.81 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–30.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
55%
buy-side decisions

68 adds Β· 56 trims. Bought during 15 of 19 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ HighTower Advisors, LLC has been actively increasing its MSFT allocation β€” a bullish signal from insiders.
Currently 2.65% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MSFT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,005,163 +4,785,863 +2182.3% 2.65% $2.42B $482.52
2025 Q3 REDUCED 219,300 -4,806,720 -95.6% 0.00% $893K $515.81
2025 Q3 ADDED 5,026,020 +5,025,920 +5025920.0% 2.96% $2.60B $515.81
2025 Q2 REDUCED 100 -97,100 -99.9% 0.00% $7K $494.54
2025 Q2 REDUCED 97,200 -4,879,814 -98.0% 0.00% $315K $494.54
2025 Q2 ADDED 4,977,014 +4,876,814 +4867.1% 3.10% $2.48B $494.54
2025 Q1 ADDED 100,200 +100,100 +100100.0% 0.00% $1.4M $372.54
2025 Q1 REDUCED 100 -4,956,655 -100.0% 0.00% $3K $372.54
2025 Q1 ADDED 4,956,755 +4,950,755 +82512.6% 2.53% $1.86B $372.54
2024 Q4 REDUCED 6,000 -104,800 -94.6% 0.00% $31K $417.46
114 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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