Ownership history in SVB WEALTH LLC · 43 quarters on record
This page tracks every 13F SEC filing in which SVB WEALTH LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 154,159 | -17,318 | -10.1% | 4.40% | $74.6M | $482.52 |
| 2025 Q3 | REDUCED | 171,477 | -12,388 | -6.7% | 4.78% | $88.8M | $515.81 |
| 2025 Q2 | REDUCED | 183,865 | -147,213 | -44.5% | 4.90% | $91.5M | $494.54 |
| 2024 Q4 | REDUCED | 331,078 | -21,462 | -6.1% | 2.61% | $139.5M | $417.46 |
As of 2025 Q4 — sorted by position size