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EverSource Wealth Advisors’s Microsoft MSFT Stock Holding History

EverSource Wealth 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 		$30M Sell
80,326
-15,162
-16% -$6.13M 1.01% 19
2026
Q1 		$35.3M Buy
95,488
+26,285
+38% +$11M 1.08% 14
2025
Q4 		$33.5M Buy
69,203
+2,542
+4% +$1.27M 1.23% 12
2025
Q3 		$34.5M Buy
66,661
+1,840
+3% +$939K 1.37% 10
2025
Q2 		$32.2M Buy
64,821
+2,966
+5% +$1.29M 1.46% 8
2025
Q1 		$23.2M Buy
61,855
+3,216
+5% +$1.31M 1.27% 12
2024
Q4 		$24.7M Buy
58,639
+4,361
+8% +$1.86M 1.39% 10
2024
Q3 		$23.4M Buy
54,278
+20
+0% +$8.55K 1.48% 8
2024
Q2 		$22.7M Buy
54,258
+3,464
+7% +$1.46M 1.51% 8
2024
Q1 		$19.8M Buy
50,794
+4,512
+10% +$1.83M 1.55% 9
2023
Q4 		$17.4M Buy
46,282
+2,434
+6% +$866K 1.59% 10
2023
Q3 		$13.8M Buy
43,848
+683
+2% +$226K 1.47% 12
2023
Q2 		$14.7M Buy
43,165
+8,113
+23% +$2.54M 1.62% 10
2023
Q1 		$10.1M Buy
35,052
+2,100
+6% +$536K 1.26% 13
2022
Q4 		$7.9M Sell
32,952
-825
-2% -$198K 1.2% 15
2022
Q3 		$7.87M Buy
33,777
+3,079
+10% +$813K 1.8% 9
2022
Q2 		$7.88M Buy
30,698
+3,045
+11% +$826K 2.03% 8
2022
Q1 		$8.53M Buy
27,653
+6,633
+32% +$2M 2.16% 8
2021
Q4 		$7.07M Buy
+21,020
New +$6.81M 1.98% 8

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

EverSource Wealth Advisors's MSFT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Microsoft (MSFT) stake by 16% in Q2 2026, selling an estimated $6.13M and leaving 80,326 shares worth $30M. The position accounts for 1.01% of the portfolio, ranked #19.

EverSource Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.3M in Q1 2026. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • EverSource Wealth Advisors held 80,326 shares of Microsoft worth $30M as of Q2 2026.
  • EverSource Wealth Advisors sold 15,162 Microsoft shares in Q2 2026, an estimated $6.13M.
  • Microsoft made up 1.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • EverSource Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Microsoft position peaked at $35.3M in Q1 2026.
  • 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.