Position history for EP Wealth Advisors, LLC's holdings in MICROSOFT CORP
EP Wealth Advisors, LLC holds 816,222 shares of MSFT (MICROSOFT CORP), worth $394.7M as of 2025-Q4. The position was increased (++2.4% shares). MSFT represents 2.1% of EP Wealth Advisors, LLC's portfolio.
Current Value
$394.7M
Current Shares
816,222
Total Value Change
+$98.6M
Total Shares Change
+153,686
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 |