MSFT — MICROSOFT CORP

Ownership history in NWF Advisory Services Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which NWF Advisory Services Inc. reported a position in MICROSOFT CORP (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
1.17% (2025 Q2)
Avg. % of fund
1.04%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,394 +11,145 +120.5% 1.09% $9.9M $482.52
2025 Q3 REDUCED 9,249 -10,524 -53.2% 0.73% $3.1M $515.81
2025 Q2 ADDED 19,773 +903 +4.8% 1.17% $9.8M $494.54
2025 Q1 INITIATED 18,870 — — 1.16% $8.0M $372.54
% 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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