Ownership history in Modera Wealth Management, LLC Β· 49 quarters on record
This page tracks every 13F SEC filing in which Modera Wealth Management, 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 Modera Wealth Management, LLC outperformed the S&P 500 by +11.3% annually on this MSFT position. Timing score: 43% (20/47 decisions correct). Average cost basis: $307.55. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 11.3% per year on this position.
47 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
20 of 47 add/trim decisions correct
Best entry: $24.22 (2012 Q2) Β· Worst: $425.32 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 25 trims. Bought during 3 of 11 down-price quarters. π Predominantly trimming β distribution phase.
π Modera Wealth Management, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 2.17% 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