MSFT — MICROSOFT CORP COM

Ownership history in Kovack Advisors, Inc.  ·  35 quarters on record

This page tracks every 13F SEC filing in which Kovack 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
3.35% (2024 Q1)
Avg. % of fund
1.85%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 100,837 +49,253 +95.5% 2.15% $28.1M $482.52
2025 Q3 REDUCED 51,584 -5,594 -9.8% 2.52% $26.7M $515.81
2025 Q2 REDUCED 57,178 -1,720 -2.9% 2.79% $28.4M $494.54
2025 Q1 REDUCED 58,898 -2,102 -3.4% 2.34% $22.1M $372.54
31 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%
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