MSFT MICROSOFT CORP

Ownership history in UNIQUE WEALTH, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which UNIQUE WEALTH, 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
1.3% (2025 Q2)
Avg. % of fund
0.96%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,570 -2,526 -15.7% 0.92% $6.6M $482.52
2025 Q3 REDUCED 16,096 -91 -0.6% 1.22% $8.3M $515.81
2025 Q2 ADDED 16,187 +599 +3.8% 1.30% $8.1M $494.54
2025 Q1 ADDED 15,588 +2,697 +20.9% 1.11% $5.9M $372.54
2024 Q4 ADDED 12,891 +1,026 +8.6% 1.13% $5.4M $417.46
2024 Q3 ADDED 11,865 +1,271 +12.0% 1.17% $5.1M $425.32
2024 Q2 ADDED 10,594 +1,489 +16.4% 1.24% $4.7M $440.99
2024 Q1 ADDED 9,105 +1,655 +22.2% 1.08% $3.8M $414.36
2023 Q4 ADDED 7,450 +1,329 +21.7% 0.91% $2.8M $369.67
2023 Q3 ADDED 6,121 +1,790 +41.3% 0.81% $1.9M $309.77
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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