MSFT — MICROSOFT CORP

Ownership history in Waterfront Wealth Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Waterfront Wealth Inc. 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
1.77% (2024 Q2)
Avg. % of fund
1.21%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,236 +44 +0.3% 1.35% $7.1M $482.52
2025 Q3 ADDED 15,192 +75 +0.5% 1.62% $7.9M $515.81
2025 Q2 REDUCED 15,117 -43 -0.3% 1.69% $7.5M $494.54
2025 Q1 REDUCED 15,160 -1,118 -6.9% 1.39% $5.7M $372.54
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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