MSFT MICROSOFT

Ownership history in Rosenberg Matthew Hamilton  ·  23 quarters on record

This page tracks every 13F SEC filing in which Rosenberg Matthew Hamilton reported a position in MICROSOFT (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
1.2% (2020 Q2)
Avg. % of fund
0.91%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,192 -91 -1.2% 0.72% $3.5M $482.52
2025 Q3 ADDED 7,283 +40 +0.6% 0.82% $3.8M $515.81
2025 Q2 REDUCED 7,243 -339 -4.5% 0.84% $3.6M $494.54
2025 Q1 REDUCED 7,582 -141 -1.8% 0.71% $2.8M $372.54
2024 Q4 REDUCED 7,723 -133 -1.7% 0.85% $3.3M $417.46
2024 Q3 ADDED 7,856 +1,229 +18.5% 0.88% $3.4M $425.32
2024 Q2 REDUCED 6,627 -774 -10.5% 0.89% $3.0M $440.99
2024 Q1 REDUCED 7,401 -356 -4.6% 0.91% $3.1M $414.36
2023 Q4 REDUCED 7,757 -182 -2.3% 0.90% $2.9M $369.67
2023 Q3 REDUCED 7,939 -292 -3.5% 0.83% $2.5M $309.77
13 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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