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SIMON QUICK ADVISORS, LLC

Position in MSFT — Microsoft Corp

CIK 1692038 MORRISTOWN, NJ

Position in MSFT

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$14,969,304
-$6,543,080 QoQ
Shares Held
40,439
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 21.093498850119936.ToString("F0")% Shared 0.ToString("F0")% None 78.90650114988007.ToString("F0")%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

SIMON QUICK ADVISORS, LLC holds $17,531,074 across 7 Software - Infrastructure names. MSFT ranks #1 (85.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page
40,439 $14,969,304

All Filings in MSFT

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $14,969,304 40,439
2025-12-31 $21,512,384 44,482
2025-09-30 $22,615,768 43,664
2025-06-30 $20,041,146 40,291
2025-03-31 $27,102,407 72,198
2024-12-31 $25,522,246 60,551
2024-09-30 $24,438,888 56,795
2024-06-30 $22,011,393 49,248
2024-03-31 $19,528,139 46,416
2023-12-31 $14,420,005 38,347
2023-09-30 $12,545,379 39,732
2023-06-30 $12,130,715 35,622
2023-03-31 $10,102,320 35,041
2022-12-31 $6,907,295 28,802
2022-09-30 $5,561,652 23,880
2022-06-30 $5,141,222 20,018
2022-03-31 $3,664,880 11,887
2021-12-31 $3,967,567 11,797
2021-09-30 $4,910,764 17,419
2021-06-30 $3,094,761 11,424
2021-03-31 $2,717,013 11,524
2020-12-31 $2,782,696 12,511
2020-09-30 $2,196,896 10,445
2020-06-30 $2,118,742 10,411
2020-03-31 $1,651,065 10,469