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.
π 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: β30.3%.
β
Outperformed SPY on this position by 4.6% ann.
123 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
54 of 123 add/trim decisions correct
Best entry: $13.48 (2009 Q1) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
68 adds Β· 56 trims. Bought during 15 of 19 down-price quarters. π More buys than sells across the holding period.
π HighTower Advisors, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 2.65% of portfolio
β 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.
As of 2025 Q4 β sorted by position size