Everhart Financial Group
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Everhart Financial Group’s Microsoft MSFT Stock Holding History

Everhart Financial Group’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
Q3 		$32.1M Buy
62,525
+4,670
+8% +$2.16M 1.98% 11
2026
Q2 		$21.6M Sell
57,855
-4,647
-7% -$1.88M 1.38% 13
2026
Q1 		$23.1M Buy
62,502
+4,957
+9% +$2.07M 1.97% 8
2025
Q4 		$27.8M Buy
57,545
+1,394
+2% +$699K 2.58% 8
2025
Q3 		$29.1M Buy
56,151
+2,741
+5% +$1.4M 2.91% 7
2025
Q2 		$26.6M Buy
53,410
+4,458
+9% +$1.94M 3.07% 6
2025
Q1 		$18.4M Buy
48,952
+783
+2% +$319K 2.51% 7
2024
Q4 		$20.3M Buy
48,169
+5,342
+12% +$2.28M 4.18% 4
2024
Q3 		$18.4M Buy
42,827
+4,475
+12% +$1.91M 4.08% 4
2024
Q2 		$17.1M Buy
38,352
+3,872
+11% +$1.64M 4.45% 3
2024
Q1 		$14.5M Buy
34,480
+4,120
+14% +$1.67M 4.22% 2
2023
Q4 		$11.4M Buy
30,360
+3,213
+12% +$1.14M 4.04% 3
2023
Q3 		$8.57M Buy
27,147
+2,066
+8% +$683K 3.64% 4
2023
Q2 		$8.54M Buy
25,081
+1,216
+5% +$381K 3.53% 6
2023
Q1 		$6.88M Buy
23,865
+2,699
+13% +$688K 3.09% 8
2022
Q4 		$5.08M Buy
21,166
+4,501
+27% +$1.08M 2.55% 8
2022
Q3 		$3.88M Buy
16,665
+127
+0.8% +$33.5K 2.15% 8
2022
Q2 		$4.25M Buy
16,538
+396
+2% +$107K 2.58% 6
2022
Q1 		$4.98M Buy
16,142
+3,968
+33% +$1.19M 2.88% 7
2021
Q4 		$4.09M Buy
12,174
+1,199
+11% +$389K 2.47% 9
2021
Q3 		$3.09M Buy
10,975
+1,188
+12% +$346K 2.12% 14
2021
Q2 		$2.65M Buy
9,787
+5,950
+155% +$1.51M 1.82% 17
2021
Q1 		$904K Sell
3,837
-574
-13% -$133K 0.79% 30
2020
Q4 		$981K Buy
+4,411
New +$948K 0.91% 30

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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Everhart Financial Group's MSFT Position: Q3 2026 in Review

Everhart Financial Group increased its Microsoft (MSFT) stake by 8.1% in Q3 2026, buying an estimated $2.16M and bringing the position to 62,525 shares worth $32.1M. The position accounts for 1.98% of the portfolio, ranked #11.

Everhart Financial Group first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Everhart Financial Group held 62,525 shares of Microsoft worth $32.1M as of Q3 2026.
  • Everhart Financial Group bought 4,670 Microsoft shares in Q3 2026, an estimated $2.16M.
  • Microsoft made up 1.98% of Everhart Financial Group's portfolio in Q3 2026, its #11 holding.
  • Everhart Financial Group first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.