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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Everhart Financial Group, Inc., 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)
57,855
Value
$21.6M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,855$21.6M1.4%−4,647−7.4%ReducedHolders
Q1 202662,502$23.1M2.0%+4,957+8.6%AddedHolders
Q4 202557,545$27.8M2.6%+1,394+2.5%AddedHolders
Q3 202556,151$29.1M2.9%+2,741+5.1%AddedHolders
Q2 202553,410$26.6M3.1%+4,458+9.1%AddedHolders
Q1 202548,952$18.4M2.5%+783+1.6%AddedHolders
Q4 202448,169$20.3M4.2%+5,342+12.5%AddedHolders
Q3 202442,827$18.4M4.1%+4,475+11.7%AddedHolders
Q2 202438,352$17.1M4.4%+3,872+11.2%AddedHolders
Q1 202434,480$14.5M4.2%+4,120+13.6%AddedHolders
Q4 202330,360$11.4M4.0%+3,213+11.8%AddedHolders
Q3 202327,147$8.57M3.6%+2,066+8.2%AddedHolders
Q2 202325,081$8.54M3.6%+1,216+5.1%AddedHolders
Q1 202323,865$6.88M3.1%+2,699+12.8%AddedHolders
Q4 202221,166$5.08M2.5%+4,501+27.0%AddedHolders
Q3 202216,665$3.88M2.1%+127+0.8%AddedHolders
Q2 202216,538$4.25M2.6%+396+2.5%AddedHolders
Q1 202216,142$4.98M2.9%+3,968+32.6%AddedHolders
Q4 202112,174$4.09M2.5%+1,199+10.9%AddedHolders
Q3 202110,975$3.09M2.1%+1,188+12.1%AddedHolders
Q2 20219,787$2.65M1.8%+5,950+155.1%AddedHolders
Q1 20213,837$904.0K0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.