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Evergreen Private Wealth LLC → MSFT
Evergreen Private Wealth LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
4
Latest value
$9.5M
Q3 2026
Peak value
$9.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.8M |
| Q1 2026 | $6.1M |
| Q2 2026 | $6.3M |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 18.6K | — | — |
| Q2 2026 | $6.3M | 16.9K | — | — |
| Q1 2026 | $6.1M | 16.3K | — | — |
| Q4 2025 | $7.8M | 16.0K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other Evergreen Private Wealth LLC positions
AMAT
$25.7MAPPLIED MATERIALS INC COM USD0.01
AMAT
$16.3MAPPLIED MATERIALS INC COM USD0.01
AMAT
$13.1MAPPLIED MATERIALS INC COM USD0.01
GOOGN
$11.3MALPHABET INC CAP STK CL A
STT-PG
$10.9MSPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF
GOOGN
$10.8MALPHABET INC CAP STK CL A
AMAT
$10.7MAPPLIED MATERIALS INC COM USD0.01
STT-PG
$10.7MSPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF