SEC 13F Intelligence

Summit Place Financial Advisors, LLC / MSFT

Summit Place Financial Advisors, LLC’s Microsoft Corp Position

Does Summit Place Financial Advisors, LLC own Microsoft Corp (MSFT)? Yes — 17.4K shares worth $6M (+3.10% of its 13F portfolio) as of Q1 2026, up from 16.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
17.4K
% of Portfolio
+3.10%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $9MQ3 ’25: $9MQ4 ’25: $8MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.4K$6M+3.10%
Q4 202516.6K$8M+3.89%
Q3 202517.4K$9M+4.24%
Q2 202517.3K$9M+4.32%
Q1 202516.9K$6M+3.59%
Q4 202416.4K$7M+3.93%
Q3 202416.5K$7M+3.95%
Q2 202417.5K$8M+4.63%
Q1 202417.8K$7M+4.38%
Q4 202317.6K$7M+4.32%
Q3 202318.2K$6M+4.09%
Q2 202319.2K$7M+4.24%
Q1 202319.7K$6M+4.03%
Q4 202219.1K$5M+3.78%
Q3 202216.1K$4M+3.48%
Q2 202215.2K$4M+3.27%
Q1 202216.0K$5M+3.30%
Q4 202116.9K$6M+3.94%
Q3 202117.5K$5M+3.60%
Q2 202118.4K$5M+3.66%
Q1 202118.6K$4M+3.53%
Q4 202018.6K$4M+3.58%
Q3 202016.7K$4M+3.52%
Q2 202019.3K$4M+6.21%
Q1 202019.2K$3M+6.46%
Q4 201917.4K$3M+4.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Place Financial Advisors, LLC’s full portfolio or all institutional holders of MSFT.