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Evergreen Private Wealth’s Microsoft MSFT Stock Holding History

Evergreen Private Wealth’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 		$6.31M Buy
16,913
+564
+3% +$228K 2.33% 16
2026
Q1 		$6.05M Buy
16,349
+322
+2% +$135K 2.45% 15
2025
Q4 		$7.75M Buy
16,027
+59
+0.4% +$29.6K 3.06% 8
2025
Q3 		$8.27M Sell
15,968
-479
-3% -$244K 3.35% 8
2025
Q2 		$8.18M Buy
16,447
+868
+6% +$377K 3.43% 5
2025
Q1 		$5.85M Buy
15,579
+384
+3% +$157K 2.73% 7
2024
Q4 		$6.4M Buy
15,195
+101
+0.7% +$43K 3% 9
2024
Q3 		$6.5M Buy
15,094
+217
+1% +$92.8K 3.01% 7
2024
Q2 		$6.65M Buy
14,877
+223
+2% +$94.2K 3.28% 3
2024
Q1 		$6.17M Sell
14,654
-740
-5% -$300K 3.09% 5
2023
Q4 		$5.79M Buy
+15,394
New +$5.48M 3.12% 7

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 $3.38T AUM 44.17% 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

Evergreen Private Wealth's MSFT Position: Q2 2026 in Review

Evergreen Private Wealth increased its Microsoft (MSFT) stake by 3.4% in Q2 2026, buying an estimated $228K and bringing the position to 16,913 shares worth $6.31M. The position accounts for 2.33% of the portfolio, ranked #16.

Evergreen Private Wealth first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.27M in Q3 2025. 6,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Evergreen Private Wealth held 16,913 shares of Microsoft worth $6.31M as of Q2 2026.
  • Evergreen Private Wealth bought 564 Microsoft shares in Q2 2026, an estimated $228K.
  • Microsoft made up 2.33% of Evergreen Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Evergreen Private Wealth first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's Microsoft position peaked at $8.27M in Q3 2025.
  • 6,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.