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MSFT
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Position history for Waverly Advisors, LLC's holdings in MICROSOFT CORP

Waverly Advisors, LLC holds 560,491 shares of MSFT (MICROSOFT CORP), worth $207.5M as of 2026-Q1. The position was increased (+18.0% shares). MSFT represents 1.5% of Waverly Advisors, LLC's portfolio.

Current Value

$207.5M

Current Shares

560,491

Total Value Change

+$141.6M

Total Shares Change

+413,203

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
560,491
+18.0%
$207.5M1.5%$403.93
56
2025-Q4
Increased
474,910
+39.7%
$229.7M1.9%$487.48
64
2025-Q3
Increased
340,000
+4.2%
$176.1M1.8%$513.64
50
2025-Q2
Increased
326,326
+1.7%
$162.3M1.8%$494.20
49
2025-Q1
Increased
320,844
+53.6%
$120.4M1.5%$376.78
67
2024-Q4
Increased
208,882
+34.2%
$88M1.4%$421.72
61
2024-Q3
Increased
155,686
+5.7%
$67M1.2%$424.04
49
2024-Q2
Increased
147,288
+59.5%
$65.8M1.3%$441.99
67

Other major holders of MSFT: VANGUARD GROUP INC, BlackRock, Inc.

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