MSFT — Microsoft

Ownership history in Stuart Chaussee & Associates, Inc.  ·  41 quarters on record

AI Ownership Summary

Stuart Chaussee & Associates, Inc. reported Microsoft (MSFT) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2024 Q2. The latest visible filing shows MSFT at 0.28% 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 Stuart Chaussee & Associates, Inc.'s position in Microsoft, 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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

MSFT stock page Stuart Chaussee & Associates, Inc. fund profile Stuart Chaussee & Associates, Inc. full holdings
How Stuart Chaussee & Associates, Inc. held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,506 — 0% 0.28% $1.3M 2026-02-14 (Est.) $400.41
2025 Q3 UNCHANGED 2,506 — 0% 0.28% $1.3M 2025-10-22 $518.38
2025 Q2 UNCHANGED 2,506 — 0% 0.28% $1.2M 2025-08-01 $521.08
2025 Q1 REDUCED 2,506 -139 -5.3% 0.23% $941K 2025-05-16 $451.65
2024 Q4 ADDED 2,645 +71 +2.8% 0.28% $1.1M 2025-02-14 $404.52
2024 Q3 UNCHANGED 2,574 — 0% 0.29% $1.1M 2024-11-14 $421.95
2024 Q2 UNCHANGED 2,574 — 0% 0.32% $1.2M 2024-08-13 $408.49
2024 Q1 ADDED 2,574 +500 +24.1% 0.31% $1.1M 2024-05-09 $406.09
2023 Q4 ADDED 2,074 +368 +21.6% 0.23% $780K 2024-02-02 $404.26
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% Hoffman, Alan N Investment Management 3Y 12.03% Financial Insights, Inc. 3Y 7Y 7.8% HALL LAURIE J TRUSTEE 3Y 7Y 6.99% Employees Provident Fund Board 6.87% Versant Capital Management, Inc 3Y 7Y 6.82% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 5.92% Seilern Investment Management Ltd 5.82% Hilltop National Bank 5.76% Adelphi Trust Co 5.24%

FAQ About Stuart Chaussee & Associates, Inc. and MSFT

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

How long has Stuart Chaussee & Associates, Inc. reported owning MSFT?

Stuart Chaussee & Associates, Inc. reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in Stuart Chaussee & Associates, Inc.'s portfolio?

The largest reported portfolio weight for MSFT was 0.32% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Stuart Chaussee & Associates, Inc. reported 2,506 shares, equal to 0.28% of portfolio, with an estimated market value of $1.3M.

What does the chart on this MSFT ownership page compare?

The chart compares Stuart Chaussee & Associates, Inc.'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.

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