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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MSFT holding history

Microsoft Corp in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
80,326
Value
$30.0M
% of portfolio
1.0%
Quarters held
19
Since Q4 2021
Holdings of MSFT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202680,326$30.0M1.0%−15,162−15.9%ReducedHolders
Q1 202695,488$35.3M1.1%+26,285+38.0%AddedHolders
Q4 202569,203$33.5M1.2%+2,542+3.8%AddedHolders
Q3 202566,661$34.5M1.4%+1,840+2.8%AddedHolders
Q2 202564,821$32.2M1.5%+2,966+4.8%AddedHolders
Q1 202561,855$23.2M1.3%+3,216+5.5%AddedHolders
Q4 202458,639$24.7M1.4%+4,361+8.0%AddedHolders
Q3 202454,278$23.4M1.5%+200.0%AddedHolders
Q2 202454,258$22.7M1.5%+3,464+6.8%AddedHolders
Q1 202450,794$19.8M1.6%+4,512+9.7%AddedHolders
Q4 202346,282$17.4M1.6%+2,434+5.6%AddedHolders
Q3 202343,848$13.8M1.5%+683+1.6%AddedHolders
Q2 202343,165$14.7M1.6%+8,113+23.1%AddedHolders
Q1 202335,052$10.1M1.3%+2,100+6.4%AddedHolders
Q4 202232,952$7.90M1.2%−825−2.4%ReducedHolders
Q3 202233,777$7.87M1.8%+3,079+10.0%AddedHolders
Q2 202230,698$7.88M2.0%+3,045+11.0%AddedHolders
Q1 202227,653$8.53M2.2%+6,633+31.6%AddedHolders
Q4 202121,020$7.07M2.0%–No prior filingHolders