MSFT MICROSOFT CORP COM

Ownership history in Stelac Advisory Services LLC  ·  43 quarters on record

AI Ownership Summary

Stelac Advisory Services LLC reported MICROSOFT CORP COM (MSFT) in 43 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.32% in 2023 Q4. The latest visible filing shows MSFT at 3.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stelac Advisory Services LLC's position in MICROSOFT CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 3.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.32% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stelac Advisory Services LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19,280 -3,663 -16.0% 3.30% $9.3M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 22,943 +235 +1.0% 4.11% $11.9M 2025-11-13 $501.21
2025 Q2 ADDED 22,708 +90 +0.4% 4.29% $11.3M 2025-08-12 $526.18
2025 Q1 REDUCED 22,618 -2,630 -10.4% 3.50% $8.5M 2025-05-14 $449.50
2024 Q4 REDUCED 25,248 -204 -0.8% 4.15% $10.6M 2025-02-10 $408.27
2024 Q3 ADDED 25,452 +274 +1.1% 4.44% $10.9M 2024-11-05 $406.70
2024 Q2 REDUCED 25,178 -1,082 -4.1% 4.72% $11.3M 2024-07-29 $421.04
2024 Q1 REDUCED 26,260 -30 -0.1% 5.19% $11.0M 2024-05-14 $410.26
2023 Q4 UNCHANGED 26,290 0% 5.32% $9.9M 2024-02-08 $407.10
2023 Q3 REDUCED 26,290 -1,034 -3.8% 4.56% $8.4M 2023-11-13 $359.74
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stelac Advisory Services LLC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stelac Advisory Services LLC reported owning MSFT?

Stelac Advisory Services LLC reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in Stelac Advisory Services LLC's portfolio?

The largest reported portfolio weight for MSFT was 5.32% in 2023 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Stelac Advisory Services LLC reported 19,280 shares, equal to 3.30% of portfolio, with an estimated market value of $9.3M.

What does the chart on this MSFT ownership page compare?

The chart compares Stelac Advisory Services LLC's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Stelac Advisory Services LLC Holdings