Position history for EP Wealth Advisors, LLC's holdings in MICROSOFT CORP
EP Wealth Advisors, LLC holds 831,319 shares of MSFT (MICROSOFT CORP), worth $307.7M as of 2026-Q1. The position was increased (+1.9% shares). MSFT represents 1.5% of EP Wealth Advisors, LLC's portfolio.
Current Value
$307.7M
Current Shares
831,319
Total Value Change
+$11.6M
Total Shares Change
+168,783
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 831,319 |
+1.9% |
| $307.7M |
| 1.5% |
| $403.93 |
50 |
| 2025-Q4 | Increased | 816,222 | +2.4% | $394.7M | 2.1% | $487.48 | 55 |
| 2025-Q2 | Increased | 796,992 | +11.4% | $396.4M | 2.6% | $494.20 | 59 |
| 2025-Q1 | Increased | 715,551 | +4.1% | $268.6M | 2.1% | $376.78 | 55 |
| 2024-Q4 | Decreased | 687,532 | -1.1% | $289.8M | 2.4% | $421.72 | 0 |
| 2024-Q3 | Increased | 694,975 | +4.9% | $299M | 2.6% | $424.04 | 56 |
| 2024-Q2 | Increased | 662,536 | +4.5% | $296.1M | 3.1% | $441.99 | 59 |