MSFT MICROSOFT CORP

Ownership history in Phoenix Financial Ltd.  ·  26 quarters on record

This page tracks every 13F SEC filing in which Phoenix Financial Ltd. 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
4.97% (2025 Q3)
Avg. % of fund
2.5%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 677,270 -45,578 -6.3% 3.43% $316.5M $482.52
2025 Q3 REDUCED 722,848 -19,945 -2.7% 4.97% $374.1M $515.81
2025 Q2 ADDED 742,793 +158,226 +27.1% 4.87% $369.3M $494.54
2025 Q1 REDUCED 584,567 -41,099 -6.6% 3.36% $219.6M $372.54
2024 Q4 REDUCED 625,666 -453 -0.1% 3.60% $263.8M $417.46
2024 Q3 REDUCED 626,119 -5,062 -0.8% 3.98% $269.5M $425.32
2024 Q2 ADDED 631,181 +418,847 +197.3% 4.30% $282.6M $440.99
2024 Q1 ADDED 212,334 +70,122 +49.3% 1.23% $89.3M $414.36
2023 Q4 ADDED 142,212 +6,644 +4.9% 0.95% $57.7M $369.67
2023 Q3 REDUCED 135,568 -553,740 -80.3% 0.80% $42.8M $309.77
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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