Evolution Wealth Advisors’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 | $5.97M | Sell |
16,012
-5,380
| -25% | -$2.18M | 0.7% | 28 |
|
|
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 | $2.63M | 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
Evolution Wealth Advisors's MSFT Position: Q2 2026 in Review
Evolution Wealth Advisors reduced its Microsoft (MSFT) stake by 25% in Q2 2026, selling an estimated $2.18M and leaving 16,012 shares worth $5.97M. The position accounts for 0.7% of the portfolio, ranked #28.
Evolution Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.6M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Evolution Wealth Advisors held 16,012 shares of Microsoft worth $5.97M as of Q2 2026.
- Evolution Wealth Advisors sold 5,380 Microsoft shares in Q2 2026, an estimated $2.18M.
- Microsoft made up 0.7% of Evolution Wealth Advisors's portfolio in Q2 2026, its #28 holding.
- Evolution Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
- Evolution Wealth Advisors's Microsoft position peaked at $9.6M in Q3 2025.
- 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.