Question 1

How many shares of MSFT does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 689,804 shares of MSFT (MICROSOFT CORP).

Question 2

What is Waverly Advisors, LLC's MSFT position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's MSFT position is worth $257.3M.

Question 3

Is Waverly Advisors, LLC buying or selling MSFT?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their MSFT position (+23.1% change in shares).

Question 4

When did Waverly Advisors, LLC first buy MSFT?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in MSFT in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	689,804	+23.1%	$257.3M	1.5%	$373.02	59
2026-Q1	Increased	560,491	+18.0%	$207.5M	1.5%	$403.93	56
2025-Q4	Increased	474,910	+39.7%	$229.7M	1.9%	$487.48	64
2025-Q3	Increased	340,000	+4.2%	$176.1M	1.8%	$513.64	50
2025-Q2	Increased	326,326	+1.7%	$162.3M	1.8%	$494.20	49
2025-Q1	Increased	320,844	+53.6%	$120.4M	1.5%	$376.78	67
2024-Q4	Increased	208,882	+34.2%	$88M	1.4%	$421.72	61
2024-Q3	Increased	155,686	+5.7%	$67M	1.2%	$424.04	49