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Everest Management Corp’s Microsoft MSFT Stock Holding History

Everest Management Corp’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03M Buy
13,487
+3,983
+42% +$1.61M 1.88% 14
2026
Q1 		$3.52M Buy
9,504
+342
+4% +$143K 1.78% 16
2025
Q4 		$4.43M Buy
9,162
+688
+8% +$345K 2.47% 8
2025
Q3 		$4.39M Buy
8,474
+142
+2% +$72.4K 2.8% 8
2025
Q2 		$4.14M Sell
8,332
-757
-8% -$329K 2.98% 5
2025
Q1 		$3.41M Buy
9,089
+1,640
+22% +$669K 3.11% 8
2024
Q4 		$3.14M Buy
+7,449
New +$3.17M 2.77% 8

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Everest Management Corp's MSFT Position: Q2 2026 in Review

Everest Management Corp increased its Microsoft (MSFT) stake by 42% in Q2 2026, buying an estimated $1.61M and bringing the position to 13,487 shares worth $5.03M. The position accounts for 1.88% of the portfolio, ranked #14.

Everest Management Corp first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Everest Management Corp held 13,487 shares of Microsoft worth $5.03M as of Q2 2026.
  • Everest Management Corp bought 3,983 Microsoft shares in Q2 2026, an estimated $1.61M.
  • Microsoft made up 1.88% of Everest Management Corp's portfolio in Q2 2026, its #14 holding.
  • Everest Management Corp first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.