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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in MICROSOFT CORP

EP Wealth Advisors, LLC holds 939,168 shares of MSFT (MICROSOFT CORP), worth $350.3M as of 2026-Q2. The position was increased (+13.0% shares). MSFT represents 1.3% of EP Wealth Advisors, LLC's portfolio.

Current Value

$350.3M

Current Shares

939,168

Total Value Change

+$51.3M

Total Shares Change

+244,193

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
939,168
+13.0%
$350.3M1.3%$372.32
55
2026-Q1
Increased
831,319
+1.9%
$307.7M1.5%$368.68
50
2025-Q4
Increased
816,222
+2.4%
$394.7M2.1%$480.57
55
2025-Q2
Increased
796,992
+11.4%
$396.4M2.6%$492.54
59
2025-Q1
Increased
715,551
+4.1%
$268.6M2.1%$371.03
55
2024-Q4
Decreased
687,532
-1.1%
$289.8M2.4%$415.78
0
2024-Q3
Increased
694,975
+4.9%
$299M2.6%$423.61
56

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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