Ownership history in SIMON QUICK ADVISORS, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, 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 | 44,482 | +818 | +1.9% | 0.94% | $21.5M | $482.52 |
| 2025 Q3 | REDUCED | 43,664 | -49,630 | -53.2% | 1.02% | $22.6M | $515.81 |
| 2025 Q2 | ADDED | 93,294 | +21,096 | +29.2% | 1.87% | $46.4M | $494.54 |
| 2025 Q1 | ADDED | 72,198 | +11,647 | +19.2% | 1.54% | $27.1M | $372.54 |
| 2024 Q4 | ADDED | 60,551 | +3,756 | +6.6% | 1.53% | $25.5M | $417.46 |
| 2024 Q3 | ADDED | 56,795 | +7,547 | +15.3% | 1.54% | $24.4M | $425.32 |
| 2024 Q2 | ADDED | 49,248 | +2,832 | +6.1% | 1.55% | $22.0M | $440.99 |
| 2024 Q1 | ADDED | 46,416 | +8,069 | +21.0% | 1.46% | $19.5M | $414.36 |
| 2023 Q4 | REDUCED | 38,347 | -1,385 | -3.5% | 1.28% | $14.4M | $369.67 |
| 2023 Q3 | ADDED | 39,732 | +4,110 | +11.5% | 1.18% | $12.5M | $309.77 |
As of 2025 Q4 — sorted by position size