MSFT MICROSOFT CORP

Ownership history in VANTAGE WEALTH  ·  53 quarters on record

This page tracks every 13F SEC filing in which VANTAGE WEALTH 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
5.34% (2015 Q4)
Avg. % of fund
4.36%
First filed
2012 Q4
Last filed
2025 Q4
Quarters held
53
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 44,801 -899 -2.0% 4.68% $21.7M $482.52
2025 Q3 REDUCED 45,700 -685 -1.5% 5.15% $23.7M $515.81
2025 Q2 REDUCED 46,385 -2,670 -5.4% 5.23% $23.1M $494.54
2025 Q1 REDUCED 49,055 -280 -0.6% 4.16% $18.4M $372.54
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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