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Evergreen Wealth Management’s Microsoft MSFT Stock Holding History

Evergreen Wealth Management’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 		$3.59M Buy
9,626
+1,777
+23% +$719K 1.68% 21
2026
Q1 		$2.91M Buy
7,849
+878
+13% +$367K 1.5% 22
2025
Q4 		$3.37M Buy
6,971
+46
+0.7% +$23.1K 1.7% 21
2025
Q3 		$3.59M Sell
6,925
-1,621
-19% -$827K 1.88% 20
2025
Q2 		$4.25M Buy
8,546
+50
+0.6% +$21.7K 2.38% 16
2025
Q1 		$3.19M Buy
8,496
+56
+0.7% +$22.8K 1.9% 20
2024
Q4 		$3.56M Buy
8,440
+154
+2% +$65.6K 2.1% 18
2024
Q3 		$3.57M Sell
8,286
-630
-7% -$269K 2.15% 19
2024
Q2 		$3.98M Hold
8,916
– – 2.64% 14
2024
Q1 		$3.75M Hold
8,916
– – 2.54% 15
2023
Q4 		$3.35M Buy
8,916
+128
+1% +$45.6K 2.47% 16
2023
Q3 		$2.77M Buy
8,788
+112
+1% +$37K 2.19% 14
2023
Q2 		$2.95M Sell
8,676
-425
-5% -$133K 2.31% 14
2023
Q1 		$2.62M Buy
9,101
+117
+1% +$29.8K 2.33% 13
2022
Q4 		$2.15M Buy
+8,984
New +$2.16M 1.98% 18

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Evergreen Wealth Management increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $719K and bringing the position to 9,626 shares worth $3.59M. The position accounts for 1.68% of the portfolio, ranked #21.

Evergreen Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.25M in Q2 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Evergreen Wealth Management held 9,626 shares of Microsoft worth $3.59M as of Q2 2026.
  • Evergreen Wealth Management bought 1,777 Microsoft shares in Q2 2026, an estimated $719K.
  • Microsoft made up 1.68% of Evergreen Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Evergreen Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Wealth Management's Microsoft position peaked at $4.25M in Q2 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.