Ownership history in Root Financial Partners, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Root Financial Partners, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 30,791 | +1,829 | +6.3% | 0.76% | $14.9M | $482.52 |
| 2025 Q3 | ADDED | 28,962 | +3,905 | +15.6% | 0.92% | $15.0M | $515.81 |
| 2025 Q2 | ADDED | 25,057 | +961 | +4.0% | 1.20% | $12.5M | $494.54 |
| 2025 Q1 | ADDED | 24,096 | +8,087 | +50.5% | 0.97% | $9.1M | $372.54 |
| 2024 Q4 | ADDED | 16,009 | +3,420 | +27.2% | 0.84% | $6.7M | $417.46 |
| 2024 Q3 | ADDED | 12,589 | +5,715 | +83.1% | 0.87% | $5.4M | $425.32 |
| 2024 Q2 | ADDED | 6,874 | +46 | +0.7% | 0.72% | $3.1M | $440.99 |
| 2024 Q1 | ADDED | 6,828 | +1,346 | +24.6% | 0.85% | $2.9M | $414.36 |
| 2023 Q4 | ADDED | 5,482 | +4,355 | +386.4% | 0.77% | $2.1M | $369.67 |
| 2023 Q3 | REDUCED | 1,127 | -447 | -28.4% | 0.19% | $356K | $309.77 |
As of 2025 Q4 — sorted by position size