Microsoft Corporation shares owned by UMA Financial Services
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Microsoft Corporation by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 18k | 517.94 |
| 2025-06-30 | $8.2M | 16k | 497.40 |
| 2025-03-31 | $6.1M | 16k | 375.40 |
| 2024-12-31 | $6.9M | 16k | 421.50 |
| 2024-09-30 | $6.6M | 16k | 418.75 |
| 2024-06-30 | $7.1M | 16k | 449.53 |
| 2024-03-31 | $6.5M | 16k | 414.57 |
| 2023-12-31 | $6.0M | 15k | 396.51 |
| 2023-09-30 | $4.6M | 14k | 329.82 |
| 2023-06-30 | $4.7M | 14k | 338.00 |
| 2023-03-31 | $4.0M | 14k | 288.45 |
| 2022-12-31 | $3.4M | 14k | 242.04 |
| 2022-09-30 | $3.5M | 14k | 249.22 |
| 2022-06-30 | $3.9M | 14k | 278.01 |
| 2022-03-31 | $4.1M | 14k | 290.01 |
| 2021-12-31 | $4.4M | 14k | 314.04 |
| 2021-09-30 | $4.3M | 14k | 304.19 |
| 2021-06-30 | $3.9M | 14k | 286.12 |
| 2021-03-31 | $3.4M | 14k | 249.08 |
| 2020-12-31 | $3.3M | 14k | 243.83 |
| 2020-09-30 | $2.7M | 13k | 202.30 |
| 2020-06-30 | $2.8M | 14k | 208.25 |
| 2020-03-31 | $2.4M | 14k | 173.50 |
| 2019-12-31 | $2.2M | 13k | 163.32 |
| 2019-09-30 | $2.1M | 14k | 151.26 |