MSFT Microsoft Corp. COM

Ownership history in NAVELLIER & ASSOCIATES INC  ·  83 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported Microsoft Corp. COM (MSFT) in 83 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.91% in 2023 Q4. The latest visible filing shows MSFT at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NAVELLIER & ASSOCIATES INC's position in Microsoft Corp. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NAVELLIER & ASSOCIATES INC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,875 -1,685 -8.6% 0.97% $8.6M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 19,560 +1,425 +7.9% 1.03% $10.1M 2025-11-06 $495.04
2025 Q2 ADDED 18,135 +1 +0.0% 1.12% $9.0M 2025-08-07 $517.83
2025 Q1 REDUCED 18,134 -2,572 -12.4% 1.09% $7.9M 2025-05-06 $430.02
2024 Q4 REDUCED 20,706 -11,395 -35.5% 1.05% $8.7M 2025-02-03 $406.98
2024 Q3 REDUCED 32,101 -2,702 -7.8% 1.87% $13.8M 2024-11-12 $418.14
2024 Q2 ADDED 34,803 +592 +1.7% 1.83% $15.6M 2024-08-08 $397.32
2024 Q1 ADDED 34,211 +283 +0.8% 1.77% $14.4M 2024-05-14 $410.26
2023 Q4 ADDED 33,928 +13,551 +66.5% 1.91% $12.8M 2024-02-08 $407.10
74 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NAVELLIER & ASSOCIATES INC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has NAVELLIER & ASSOCIATES INC reported owning MSFT?

NAVELLIER & ASSOCIATES INC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for MSFT was 1.91% in 2023 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when NAVELLIER & ASSOCIATES INC reported 17,875 shares, equal to 0.97% of portfolio, with an estimated market value of $8.6M.

What does the chart on this MSFT ownership page compare?

The chart compares NAVELLIER & ASSOCIATES INC's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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