Everstar Asset Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.85M Buy
4,962
+933
+23% +$377K 0.89% 20
2026
Q1
$1.49M Buy
4,029
+207
+5% +$86.6K 0.79% 29
2025
Q4
$1.85M Buy
3,822
+70
+2% +$35.1K 0.99% 23
2025
Q3
$1.94M Buy
3,752
+951
+34% +$485K 1.1% 23
2025
Q2
$1.39M Buy
2,801
+47
+2% +$20.4K 0.85% 25
2025
Q1
$1.03M Buy
2,754
+902
+49% +$368K 0.69% 35
2024
Q4
$781K Sell
1,852
-755
-29% -$322K 0.55% 48
2024
Q3
$1.12M Buy
+2,607
New +$1.11M 0.77% 35

Other funds holding MSFT

Everstar Asset Management's MSFT Position: Q2 2026 in Review

Everstar Asset Management increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $377K and bringing the position to 4,962 shares worth $1.85M. The position accounts for 0.89% of the portfolio, ranked #20.

Everstar Asset Management first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.94M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Everstar Asset Management held 4,962 shares of Microsoft worth $1.85M as of Q2 2026.
  • Everstar Asset Management bought 933 Microsoft shares in Q2 2026, an estimated $377K.
  • Microsoft made up 0.89% of Everstar Asset Management's portfolio in Q2 2026, its #20 holding.
  • Everstar Asset Management first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Everstar Asset Management's Microsoft position peaked at $1.94M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.