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Evergreen Wealth Solutions’s Microsoft MSFT Stock Holding History

Evergreen Wealth Solutions’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 		$25.3M Buy
51,004
+4,561
+10% +$1.85M 1.32% 22
2026
Q1 		$17.2M Buy
46,443
+32,971
+245% +$13.8M 1.22% 26
2025
Q4 		$6.52M Buy
13,472
+6,560
+95% +$3.29M 0.91% 21
2025
Q3 		$3.58M Buy
6,912
+87
+1% +$44.4K 2.02% 8
2025
Q2 		$3.39M Sell
6,825
-731
-10% -$317K 2.04% 8
2025
Q1 		$2.84M Buy
7,556
+38
+0.5% +$15.5K 1.91% 8
2024
Q4 		$3.17M Buy
7,518
+444
+6% +$189K 2.21% 5
2024
Q3 		$3.04M Sell
7,074
-521
-7% -$223K 2.07% 6
2024
Q2 		$3.39M Buy
7,595
+133
+2% +$56.2K 2.41% 6
2024
Q1 		$3.14M Sell
7,462
-1,491
-17% -$604K 2.32% 6
2023
Q4 		$3.37M Sell
8,953
-497
-5% -$177K 2.88% 5
2023
Q3 		$2.98M Sell
9,450
-624
-6% -$206K 3.01% 5
2023
Q2 		$3.43M Sell
10,074
-767
-7% -$240K 3.46% 5
2023
Q1 		$3.13M Buy
10,841
+251
+2% +$64K 3.62% 4
2022
Q4 		$2.54M Buy
10,590
+526
+5% +$126K 3.35% 4
2022
Q3 		$2.34M Sell
10,064
-4
-0% -$1.06K 3.33% 4
2022
Q2 		$2.59M Buy
10,068
+73
+0.7% +$19.8K 3.17% 5
2022
Q1 		$3.08M Buy
9,995
+59
+0.6% +$17.8K 2.99% 6
2021
Q4 		$3.34M Buy
+9,936
New +$3.22M 3.03% 6

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

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

Evergreen Wealth Solutions increased its Microsoft (MSFT) stake by 9.8% in Q2 2026, buying an estimated $1.85M and bringing the position to 51,004 shares worth $25.3M. The position accounts for 1.32% of the portfolio, ranked #22.

Evergreen Wealth Solutions first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Evergreen Wealth Solutions held 51,004 shares of Microsoft worth $25.3M as of Q2 2026.
  • Evergreen Wealth Solutions bought 4,561 Microsoft shares in Q2 2026, an estimated $1.85M.
  • Microsoft made up 1.32% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #22 holding.
  • Evergreen Wealth Solutions first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.