Evolution Advisers’s Microsoft MSFT Stock Holding History

Evolution Advisers’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 Q1	$120K	Hold	326	–	–	0.05%	59
2025 Q4	$157K	Sell	326 -148	-31%	-$74.2K	0.07%	51
2025 Q3	$246K	Buy	474 +84	+22%	+$42.9K	0.11%	39
2025 Q2	$194K	Hold	390	–	–	0.1%	42
2025 Q1	$146K	Hold	390	–	–	0.08%	48
2024 Q4	$164K	Hold	390	–	–	0.09%	45
2024 Q3	$167K	Sell	390 -13	-3%	-$5.56K	0.09%	43
2024 Q2	$180K	Hold	403	–	–	0.1%	39
2024 Q1	$170K	Sell	403 -21	-5%	-$8.5K	0.1%	41
2023 Q4	$157K	Buy	424 +94	+28%	+$33.5K	0.1%	41
2023 Q3	$104K	Hold	330	–	–	0.08%	43
2023 Q2	$112K	Hold	330	–	–	0.08%	44
2023 Q1	$95K	Sell	330 -11	-3%	-$2.81K	0.07%	46
2022 Q4	$81K	Buy	341 +11	+3%	+$2.64K	0.06%	48
2022 Q3	$76K	Sell	330 -11	-3%	-$2.9K	0.07%	45
2022 Q2	$88K	Hold	341	–	–	0.07%	46
2022 Q1	$105K	Buy	341 +91	+36%	+$27.4K	0.08%	45
2021 Q4	$84K	Buy	+250	New	+$81.1K	0.06%	43

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Advisers's MSFT Position: Q1 2026 in Review

Evolution Advisers held its Microsoft (MSFT) position steady in Q1 2026 at 326 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #59.

Evolution Advisers first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $246K in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Evolution Advisers held 326 shares of Microsoft worth $120K as of Q1 2026.
Evolution Advisers left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.05% of Evolution Advisers's portfolio in Q1 2026, its #59 holding.
Evolution Advisers first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Evolution Advisers's Microsoft position peaked at $246K in Q3 2025.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.