MSFT — MICROSOFT CORP

Ownership history in Vericrest Private Wealth  ·  4 quarters on record

This page tracks every 13F SEC filing in which Vericrest Private 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
2.06% (2025 Q4)
Avg. % of fund
1.58%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,795 +291 +6.5% 2.06% $2.3M $482.52
2022 Q2 UNCHANGED 4,504 — 0% 1.42% $1.2M $249.03
2022 Q1 ADDED 4,504 +2 +0.0% 1.44% $1.4M $298.25
2021 Q4 INITIATED 4,502 — — 1.40% $1.5M $324.68
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — 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%
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