Compass Planning Associates »

Microsoft Corporation shares owned by Compass Planning Associates

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Compass Planning Associates from 13F filings

Historical chart of Compass Planning Associates investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Compass Planning Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Microsoft Corporation by Compass Planning Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $998k 1.9k 517.82
2025-06-30 $958k 1.9k 497.41
2025-03-31 $722k 1.9k 375.46
2024-12-31 $809k 1.9k 421.51

More positions owned by Compass Planning Associates

Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Compass Planning Associates

Top funds holding Microsoft Corporation

Barclays
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Capital Research and Management Company - Division 3
Capital Research Global Investors
Capital World Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Microsoft Corporation