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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
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

Other funds holding MSFT

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Everhart Financial Group's MSFT Position: Q2 2026 in Review

Everhart Financial Group reduced its Microsoft (MSFT) stake by 7.4% in Q2 2026, selling an estimated $1.88M and leaving 57,855 shares worth $21.6M. The position accounts for 1.38% of the portfolio, ranked #13.

Everhart Financial Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.1M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Everhart Financial Group held 57,855 shares of Microsoft worth $21.6M as of Q2 2026.
  • Everhart Financial Group sold 4,647 Microsoft shares in Q2 2026, an estimated $1.88M.
  • Microsoft made up 1.38% of Everhart Financial Group's portfolio in Q2 2026, its #13 holding.
  • Everhart Financial Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Microsoft position peaked at $29.1M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.