Microsoft Corporation shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205M | 395k | 517.95 |
| 2025-06-30 | $199M | 401k | 497.41 |
| 2025-03-31 | $153M | 408k | 375.39 |
| 2024-12-31 | $175M | 416k | 421.50 |
| 2024-09-30 | $181M | 420k | 430.30 |
| 2024-06-30 | $181M | 405k | 446.95 |
| 2024-03-31 | $176M | 418k | 420.72 |
| 2023-12-31 | $158M | 421k | 376.04 |
| 2023-09-30 | $135M | 429k | 315.75 |
| 2023-06-30 | $149M | 437k | 340.54 |
| 2023-03-31 | $27M | 92k | 288.30 |
| 2022-12-31 | $19M | 79k | 239.82 |
| 2022-09-30 | $19M | 83k | 232.89 |
| 2022-06-30 | $22M | 86k | 256.83 |
| 2022-03-31 | $25M | 82k | 308.32 |
| 2021-12-31 | $41M | 121k | 336.32 |
| 2021-09-30 | $13M | 48k | 281.93 |
| 2021-06-30 | $11M | 41k | 270.90 |
| 2021-03-31 | $9.9M | 42k | 235.78 |
| 2020-12-31 | $11M | 47k | 222.41 |
| 2020-09-30 | $7.2M | 34k | 210.34 |
| 2020-06-30 | $7.0M | 34k | 203.52 |
| 2020-03-31 | $5.5M | 35k | 157.71 |
| 2019-12-31 | $5.2M | 33k | 157.71 |
| 2019-09-30 | $4.7M | 34k | 139.04 |
| 2019-06-30 | $4.4M | 33k | 133.97 |
| 2019-03-31 | $3.8M | 32k | 117.95 |
| 2018-12-31 | $3.3M | 32k | 101.58 |
| 2018-09-30 | $4.0M | 35k | 114.37 |
| 2018-06-30 | $3.4M | 35k | 98.60 |
| 2018-03-31 | $3.2M | 35k | 91.28 |
| 2017-12-31 | $3.0M | 35k | 85.55 |
| 2017-09-30 | $2.7M | 36k | 74.49 |
| 2017-06-30 | $2.5M | 36k | 68.94 |
| 2017-03-31 | $2.6M | 39k | 65.85 |
| 2016-12-31 | $1.5M | 24k | 62.13 |
| 2016-09-30 | $1.4M | 24k | 57.62 |
| 2016-06-30 | $1.2M | 23k | 51.17 |
| 2016-03-31 | $1.2M | 22k | 55.22 |
| 2015-12-31 | $439k | 7.9k | 55.46 |
| 2015-09-30 | $333k | 7.5k | 44.22 |
| 2015-06-30 | $297k | 6.7k | 44.20 |
| 2015-03-31 | $203k | 5.0k | 40.50 |
| 2014-12-31 | $306k | 6.6k | 46.42 |
| 2014-09-30 | $296k | 6.4k | 46.32 |
| 2013-12-31 | $326k | 8.7k | 37.37 |
| 2012-03-31 | $223k | 6.9k | 32.25 |