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Position history for WAWaverly Advisors, LLC's holdings in Microsoft Corporation

Yes. Waverly Advisors holds 689,804 shares of MSFT (Microsoft), worth $257.3M, as of its Q2 2026 13F filing. It increased the position by 129,313 shares (+23.1%) from Q1 2026. Waverly Advisors has held MSFT in every 13F on record since Q1 2019, 30 quarterly filings. MSFT is 1.5% of Waverly Advisors' reported 13F portfolio.

Current Value

$257.3M

Current Shares

689,804

Total Value Change

+$190.3M

Total Shares Change

+534,118

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
689,804
+23.1%
$257.3M1.5%$372.32
59
2026-Q1
Increased
560,491
+18.0%
$207.5M1.5%$368.68
56
2025-Q4
Increased
474,910
+39.7%
$229.7M1.9%$480.57
64
2025-Q3
Increased
340,000
+4.2%
$176.1M1.8%$513.72
50
2025-Q2
Increased
326,326
+1.7%
$162.3M1.8%$492.54
49
2025-Q1
Increased
320,844
+53.6%
$120.4M1.5%$371.03
67
2024-Q4
Increased
208,882
+34.2%
$88M1.4%$415.78
61
2024-Q3
Increased
155,686
+5.7%
$67M1.2%$423.61
49

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