MSFT — MICROSOFT CORP

Ownership history in Selective Wealth Management, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. 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
0.99% (2021 Q3)
Avg. % of fund
0.54%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,848 +350 +7.8% 0.69% $2.2M $482.52
2025 Q3 REDUCED 4,498 -96 -2.1% 0.76% $2.4M $515.81
2025 Q2 REDUCED 4,594 -41 -0.9% 0.84% $2.3M $494.54
2025 Q1 ADDED 4,635 +88 +1.9% 0.78% $1.8M $372.54
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

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%
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