Evergreen Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$213K Hold
571
0.05% 30
2026
Q1
$211K Buy
571
+49
+9% +$20.5K 0.05% 24
2025
Q4
$252K Buy
+522
New +$262K 0.06% 19
2025
Q2
$260K Buy
+522
New +$227K 0.07% 17
2025
Q1
Sell
-518
Closed -$218K 18
2024
Q4
$218K Buy
+518
New +$221K 0.06% 19

Other funds holding MSFT

Evergreen Advisors's MSFT Position: Q2 2026 in Review

Evergreen Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 571 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #30.

Evergreen Advisors first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $260K in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Evergreen Advisors held 571 shares of Microsoft worth $213K as of Q2 2026.
  • Evergreen Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.05% of Evergreen Advisors's portfolio in Q2 2026, its #30 holding.
  • Evergreen Advisors first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • Evergreen Advisors's Microsoft position peaked at $260K in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.