Ownership history in RITHOLTZ WEALTH MANAGEMENT · 42 quarters on record
This page tracks every 13F SEC filing in which RITHOLTZ WEALTH MANAGEMENT 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 180,578 | +1,784 | +1.0% | 1.59% | $87.3M | $482.52 |
| 2025 Q3 | ADDED | 178,794 | +10,103 | +6.0% | 1.80% | $92.6M | $515.81 |
| 2025 Q2 | ADDED | 168,691 | +13,949 | +9.0% | 1.85% | $83.9M | $494.54 |
| 2025 Q1 | ADDED | 154,742 | +2,682 | +1.8% | 1.74% | $58.1M | $372.54 |
| 2024 Q4 | ADDED | 152,060 | +5,400 | +3.7% | 1.88% | $64.1M | $417.46 |
| 2024 Q3 | REDUCED | 146,660 | -1,670 | -1.1% | 1.90% | $63.1M | $425.32 |
| 2024 Q2 | ADDED | 148,330 | +7,545 | +5.4% | 2.19% | $66.3M | $440.99 |
| 2024 Q1 | ADDED | 140,785 | +11,596 | +9.0% | 2.04% | $59.2M | $414.36 |
| 2023 Q4 | ADDED | 129,189 | +242 | +0.2% | 1.88% | $48.6M | $369.67 |
| 2023 Q3 | ADDED | 128,947 | +5,171 | +4.2% | 1.83% | $40.7M | $309.77 |
As of 2025 Q4 — sorted by position size