MSFT MICROSOFT CORP

Ownership history in Wealthfront Advisers LLC  ·  29 quarters on record

AI Ownership Summary

Wealthfront Advisers LLC reported MICROSOFT CORP (MSFT) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.03% in 2025 Q2. The latest visible filing shows MSFT at 0.91% 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 Wealthfront Advisers LLC'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
2025 Q4

MSFT was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 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 2025 Q4

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.

How Wealthfront Advisers LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 844,366 +20,748 +2.5% 0.91% $408.4M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 823,618 +20,462 +2.5% 1.00% $426.6M 2025-11-06 $495.04
2025 Q2 ADDED 803,156 +60,238 +8.1% 1.03% $399.5M 2025-07-31 $530.42
2025 Q1 ADDED 742,918 +670,459 +925.3% 0.75% $278.9M 2025-05-02 $431.97
2024 Q4 REDUCED 72,459 -567,865 -88.7% 0.01% $2.2M 2025-02-07 $405.82
2024 Q3 REDUCED 640,324 -8,563 -1.3% 0.85% $275.5M 2024-11-12 $418.14
2024 Q2 REDUCED 648,887 -4,431 -0.7% 0.98% $290.0M 2024-08-14 $411.30
2024 Q1 ADDED 653,318 +20,157 +3.2% 0.96% $274.9M 2024-04-19 $393.09
2023 Q4 ADDED 633,161 +23,379 +3.8% 0.91% $238.1M 2024-02-09 $413.43
2023 Q3 REDUCED 609,782 -1,767 -0.3% 0.83% $192.5M 2023-11-01 $339.52
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wealthfront Advisers LLC and MSFT

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

How long has Wealthfront Advisers LLC reported owning MSFT?

Wealthfront Advisers LLC reported MSFT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in Wealthfront Advisers LLC's portfolio?

The largest reported portfolio weight for MSFT was 1.03% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Wealthfront Advisers LLC reported 844,366 shares, equal to 0.91% of portfolio, with an estimated market value of $408.4M.

What does the chart on this MSFT ownership page compare?

The chart compares Wealthfront Advisers LLC'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.

← Back to Wealthfront Advisers LLC Holdings