MSFT MICROSOFT CORP

Ownership history in Pathstone Holdings, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Pathstone Holdings, LLC 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
4.54% (2023 Q4)
Avg. % of fund
2.35%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,779,853 +18,481 +1.0% 3.32% $861.2M $482.52
2025 Q3 ADDED 1,761,372 +1,760,972 +440243.0% 3.49% $912.3M $515.81
2025 Q2 REDUCED 400 -1,805,408 -100.0% 0.00% $15K $494.54
2025 Q2 ADDED 1,805,808 +1,797,608 +21922.0% 3.54% $894.4M $494.54
2025 Q1 REDUCED 8,200 -2,231,886 -99.6% 0.00% $397K $372.54
2025 Q1 ADDED 2,240,086 +576,742 +34.7% 3.63% $837.2M $372.54
2024 Q4 ADDED 1,663,344 +1,655,344 +20691.8% 3.10% $701.1M $417.46
2024 Q3 REDUCED 8,000 -1,886,041 -99.6% 0.00% $737K $425.32
2024 Q3 ADDED 1,894,041 +1,888,041 +31467.3% 3.61% $815.0M $425.32
2024 Q2 REDUCED 6,000 -1,971,463 -99.7% 0.00% $706K $440.99
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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