MSFT — MICROSOFT CORP COM

Ownership history in PLANNING ALTERNATIVES LTD /ADV  ·  52 quarters on record

AI Ownership Summary

PLANNING ALTERNATIVES LTD /ADV reported MICROSOFT CORP COM (MSFT) in 52 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.6% in 2025 Q3. The latest visible filing shows MSFT at 0.55% 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 PLANNING ALTERNATIVES LTD /ADV'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 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 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.

MSFT stock page PLANNING ALTERNATIVES LTD /ADV fund profile PLANNING ALTERNATIVES LTD /ADV full holdings
How PLANNING ALTERNATIVES LTD /ADV held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 9,059 +64 +0.7% 0.55% $4.4M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 8,995 +1,391 +18.3% 0.60% $4.7M 2025-11-12 $509.02
2025 Q2 REDUCED 7,604 -117 -1.5% 0.53% $3.8M 2025-08-12 $526.18
2025 Q1 ADDED 7,721 +2,603 +50.9% 0.44% $2.9M 2025-05-09 $435.40
2024 Q4 REDUCED 5,118 -335 -6.1% 0.33% $2.2M 2025-02-06 $411.84
2024 Q3 ADDED 5,453 +159 +3.0% 0.36% $2.3M 2024-11-12 $418.14
2024 Q2 REDUCED 5,294 -25 -0.5% 0.38% $2.4M 2024-07-25 $412.82
2024 Q1 ADDED 5,319 +224 +4.4% 0.37% $2.2M 2024-04-17 $405.61
2023 Q4 ADDED 5,095 +54 +1.1% 0.34% $1.9M 2024-01-23 $392.14
2023 Q3 ADDED 5,041 +200 +4.1% 0.31% $1.6M 2023-10-17 $325.78
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About PLANNING ALTERNATIVES LTD /ADV and MSFT

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

How long has PLANNING ALTERNATIVES LTD /ADV reported owning MSFT?

PLANNING ALTERNATIVES LTD /ADV reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in PLANNING ALTERNATIVES LTD /ADV's portfolio?

The largest reported portfolio weight for MSFT was 0.60% in 2025 Q3.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when PLANNING ALTERNATIVES LTD /ADV reported 9,059 shares, equal to 0.55% of portfolio, with an estimated market value of $4.4M.

What does the chart on this MSFT ownership page compare?

The chart compares PLANNING ALTERNATIVES LTD /ADV'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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