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Microsoft Corporation shares owned by Rochester Wealth Strategies

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Rochester Wealth Strategies from 13F filings

Historical chart of Rochester Wealth Strategies investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Rochester Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $339k 700 483.57
2025-09-30 $363k 700 517.89
2025-06-30 $338k 680 497.26
2025-03-31 $255k 680 375.20

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Chevron Corporation (CVX)

View all positions for Rochester Wealth Strategies

Top funds holding Microsoft Corporation

Barclays
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
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
Legal & General Group

View all funds holding Microsoft Corporation