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Evolution Wealth Advisors’s Microsoft MSFT Stock Holding History

Evolution 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
Q1 		$7.92M Buy
21,392
+2,636
+14% +$1.1M 0.81% 18
2025
Q4 		$9.07M Buy
18,756
+214
+1% +$107K 0.91% 19
2025
Q3 		$9.6M Buy
18,542
+164
+0.9% +$83.7K 1.29% 19
2025
Q2 		$9.14M Buy
18,378
+351
+2% +$152K 1.34% 17
2025
Q1 		$6.77M Buy
18,027
+6,588
+58% +$2.69M 1.13% 20
2024
Q4 		$4.82M Buy
11,439
+2,136
+23% +$910K 0.81% 25
2024
Q3 		$4M Sell
9,303
-1,222
-12% -$522K 0.72% 30
2024
Q2 		$4.71M Buy
10,525
+1,613
+18% +$681K 0.92% 25
2024
Q1 		$3.75M Buy
8,912
+281
+3% +$114K 0.72% 30
2023
Q4 		$3.25M Buy
8,631
+174
+2% +$61.9K 0.65% 36
2023
Q3 		$2.67M Hold
8,457
– – 0.6% 38
2023
Q2 		$2.88M Buy
8,457
+1,592
+23% +$499K 0.64% 35
2023
Q1 		$1.98M Buy
6,865
+1,383
+25% +$353K 0.48% 38
2022
Q4 		$1.31M Buy
5,482
+528
+11% +$127K 0.33% 44
2022
Q3 		$1.15M Sell
4,954
-3,333
-40% -$880K 0.32% 46
2022
Q2 		$2.14M Sell
8,287
-22
-0.3% -$5.97K 0.54% 35
2022
Q1 		$2.58M Buy
8,309
+495
+6% +$149K 0.53% 34
2021
Q4 		$2.63K Buy
7,814
+42
+0.5% +$13.6K 0.4% 35
2021
Q3 		$2.19M Buy
7,772
+281
+4% +$81.8K 0.47% 34
2021
Q2 		$2.03M Sell
7,491
-2,805
-27% -$713K 0.41% 42
2021
Q1 		$2.43M Sell
10,296
-6
-0.1% -$1.39K 0.54% 39
2020
Q4 		$2.29M Sell
10,302
-3,253
-24% -$699K 0.52% 43
2020
Q3 		$2.85M Buy
13,555
+1,530
+13% +$321K 0.78% 30
2020
Q2 		$2.45M Buy
12,025
+3,170
+36% +$575K 0.8% 25
2020
Q1 		$1.4M Sell
8,855
-427
-5% -$70.2K 0.56% 33
2019
Q4 		$1.46M Buy
+9,282
New +$1.36M 0.37% 33
2019
Q3 		– Sell
-7,267
Closed -$973K – 555
2019
Q2 		$973K Buy
7,267
+1,008
+16% +$128K 0.42% 24
2019
Q1 		$738K Buy
6,259
+900
+17% +$98.2K 0.34% 36
2018
Q4 		$545K Buy
+5,359
New +$574K 0.25% 47

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's MSFT Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Microsoft (MSFT) stake by 14% in Q1 2026, buying an estimated $1.1M and bringing the position to 21,392 shares worth $7.92M. The position accounts for 0.81% of the portfolio, ranked #18.

Evolution Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.6M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Evolution Wealth Advisors held 21,392 shares of Microsoft worth $7.92M as of Q1 2026.
  • Evolution Wealth Advisors bought 2,636 Microsoft shares in Q1 2026, an estimated $1.1M.
  • Microsoft made up 0.81% of Evolution Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Evolution Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 29 quarters since.
  • Evolution Wealth Advisors's Microsoft position peaked at $9.6M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.