MSFT MICROSOFT CORP COM

Ownership history in Modus Advisors, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Modus 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
2.46% (2025 Q2)
Avg. % of fund
1.81%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,070 -3,446 -20.9% 1.67% $6.3M $482.52
2025 Q3 REDUCED 16,516 -163 -1.0% 2.33% $8.6M $515.81
2025 Q2 REDUCED 16,679 -8 -0.0% 2.46% $8.3M $494.54
2025 Q1 ADDED 16,687 +81 +0.5% 2.05% $6.3M $372.54
2024 Q4 REDUCED 16,606 -125 -0.7% 2.19% $7.0M $417.46
2024 Q3 ADDED 16,731 +1,430 +9.3% 2.37% $7.2M $425.32
2024 Q2 ADDED 15,301 +104 +0.7% 2.42% $6.8M $440.99
2024 Q1 REDUCED 15,197 -113 -0.7% 2.37% $6.4M $414.36
2023 Q4 ADDED 15,310 +465 +3.1% 2.34% $5.8M $369.67
2023 Q3 ADDED 14,845 +250 +1.7% 2.04% $4.7M $309.77
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to Modus Advisors, LLC Holdings