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
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |
| 2024-Q2 | Increased | 147,288 | +59.5% | $65.8M | 1.3% | $441.99 | 67 |