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Everhart Financial Group, Inc. → MSFT
Everhart Financial Group, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
9
Latest value
$32.1M
Q3 2026
Peak value
$32.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.1M |
| Q4 2025 | $202K |
| Q4 2025 | $27.8M |
| Q1 2026 | $244K |
| Q1 2026 | $23.1M |
| Q2 2026 | $302K |
| Q2 2026 | $21.6M |
| Q3 2026 | $354K |
| Q3 2026 | $32.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.1M | 62.5K | — | — |
| Q3 2026 | $354K | 6.3K | — | — |
| Q2 2026 | $21.6M | 57.9K | — | — |
| Q2 2026 | $302K | 5.6K | — | — |
| Q1 2026 | $23.1M | 62.5K | — | — |
| Q1 2026 | $244K | 4.6K | — | — |
| Q4 2025 | $27.8M | 57.5K | — | — |
| Q4 2025 | $202K | 4.1K | — | — |
| Q3 2025 | $29.1M | 56.2K | — | — |
Other funds holding MSFT
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$148.1B
$134.1B