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Envestnet Portfolio Solutions, Inc.

SEC CIK
0001998033
Latest filing
Sep 23, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Envestnet Portfolio Solutions, 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)
346,475
Value
$129.2M
% of portfolio
0.6%
Quarters held
12
Since Q3 2023
Holdings of MSFT by Envestnet Portfolio Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026346,475$129.2M0.6%+25,814+8.1%AddedHolders
Q1 2026320,661$118.7M0.7%−155,701−32.7%ReducedHolders
Q4 2025476,362$230.4M0.8%+10,215+2.2%AddedHolders
Q3 2025466,147$241.4M0.9%−7,413−1.6%ReducedHolders
Q2 2025473,560$235.6M0.9%+17,682+3.9%AddedHolders
Q1 2025455,878$171.1M0.7%−97,033−17.5%ReducedHolders
Q4 2024552,911$233.1M0.8%+37,558+7.3%AddedHolders
Q3 2024515,353$221.8M0.7%+4,546+0.9%AddedHolders
Q2 2024510,807$228.3M0.8%+10,243+2.0%AddedHolders
Q1 2024500,564$210.6M0.8%+74,109+17.4%AddedHolders
Q4 2023426,455$160.4M0.7%−16,719−3.8%ReducedHolders
Q3 2023443,174$139.9M0.7%–No prior filingHolders