MSFT MICROSOFT CORP

Ownership history in Tiptree Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Tiptree 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.

Peak position
8.22% (2025 Q2)
Avg. % of fund
7.29%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 25,000 0% 6.97% $12.1M $482.52
2025 Q3 ADDED 25,000 +3,900 +18.5% 8.10% $12.9M $515.81
2025 Q2 ADDED 21,100 +3,500 +19.9% 8.22% $10.5M $494.54
2025 Q1 UNCHANGED 17,600 0% 5.47% $6.6M $372.54
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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