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Everpar Advisors’s Microsoft MSFT Stock Holding History

Everpar Advisors’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 		$8.91M Sell
23,898
-1,498
-6% -$606K 2.54% 5
2026
Q1 		$9.4M Buy
25,396
+2,437
+11% +$1.02M 3.24% 5
2025
Q4 		$11.1M Buy
22,959
+1,411
+7% +$707K 4.12% 4
2025
Q3 		$11.2M Buy
21,548
+1,065
+5% +$543K 4.41% 2
2025
Q2 		$10.2M Buy
20,483
+1,999
+11% +$868K 4.63% 1
2025
Q1 		$6.94M Sell
18,484
-528
-3% -$215K 3.68% 3
2024
Q4 		$8.01M Buy
19,012
+7
+0% +$2.98K 4.04% 2
2024
Q3 		$8.18M Sell
19,005
-1,380
-7% -$590K 4.23% 1
2024
Q2 		$9.11M Buy
20,385
+3,286
+19% +$1.39M 4.56% 2
2024
Q1 		$7.19M Sell
17,099
-5,492
-24% -$2.22M 4.37% 1
2023
Q4 		$8.5M Buy
+22,591
New +$8.04M 3.95% 2

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

Everpar Advisors's MSFT Position: Q2 2026 in Review

Everpar Advisors reduced its Microsoft (MSFT) stake by 5.9% in Q2 2026, selling an estimated $606K and leaving 23,898 shares worth $8.91M. The position accounts for 2.54% of the portfolio, ranked #5.

Everpar Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.2M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Everpar Advisors held 23,898 shares of Microsoft worth $8.91M as of Q2 2026.
  • Everpar Advisors sold 1,498 Microsoft shares in Q2 2026, an estimated $606K.
  • Microsoft made up 2.54% of Everpar Advisors's portfolio in Q2 2026, its #5 holding.
  • Everpar Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Microsoft position peaked at $11.2M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.