MSFT β€” Microsoft Corp

Ownership history in Union Investments & Development Ltd.  Β·  12 quarters on record

AI Ownership Summary

Union Investments & Development Ltd. reported Microsoft Corp (MSFT) in 12 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 1.77% in 2024 Q2. The latest visible filing shows MSFT at 1.61% 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 Union Investments & Development Ltd.'s position in Microsoft Corp, 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
2024 Q3

MSFT was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% 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 Q3 to 2024 Q3

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 Union Investments & Development Ltd. fund profile Union Investments & Development Ltd. full holdings
How Union Investments & Development Ltd. held MSFT β€” position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 650 β€” 0% 1.61% $280K 2024-11-14 (Est.) $421.95
2024 Q2 REDUCED 650 -250 -27.8% 1.77% $291K 2024-08-08 $397.32
2024 Q1 UNCHANGED 900 β€” 0% 1.72% $379K 2024-05-07 $403.15
2023 Q4 UNCHANGED 900 β€” 0% 0.32% $338K 2024-02-13 $399.44
2023 Q3 UNCHANGED 900 β€” 0% 0.15% $284K 2023-11-13 $359.74
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MSFT

As of 2025 Q4 β€” sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%

FAQ About Union Investments & Development Ltd. and MSFT

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

How long has Union Investments & Development Ltd. reported owning MSFT?

Union Investments & Development Ltd. reported MSFT across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported MSFT position in Union Investments & Development Ltd.'s portfolio?

The largest reported portfolio weight for MSFT was 1.77% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2024 Q3, when Union Investments & Development Ltd. reported 650 shares, equal to 1.61% of portfolio, with an estimated market value of $280K.

What does the chart on this MSFT ownership page compare?

The chart compares Union Investments & Development Ltd.'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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