Back to Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc.

MSFTMSFT
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in MICROSOFT CORP

Envestnet Portfolio Solutions, Inc. holds 346,475 shares of MSFT (MICROSOFT CORP), worth $129.2M as of 2026-Q2. The position was increased (+8.1% shares). MSFT represents 0.6% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$129.2M

Current Shares

346,475

Total Value Change

-$10.7M

Total Shares Change

-96,699

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
346,475
+8.1%
$129.2M0.6%$372.32
46
2026-Q1
Decreased
320,661
-32.7%
$118.7M0.7%$368.68
0
2025-Q4
Increased
476,362
+2.2%
$230.4M0.8%$480.57
44
2025-Q3
Decreased
466,147
-1.6%
$241.4M0.9%$513.72
0
2025-Q2
Increased
473,560
+3.9%
$235.6M0.9%$492.54
45
2025-Q1
Decreased
455,878
-17.6%
$171.1M0.7%$371.03
0
2024-Q4
Increased
552,911
+7.3%
$233.1M0.8%$415.78
46
2024-Q3
Increased
515,353
+0.9%
$221.8M0.7%$423.61
43
2024-Q2
Increased
510,807
+2.0%
$228.3M0.8%$439.21
44
2024-Q1
Increased
500,564
+17.4%
$210.6M0.8%$412.69
50
2023-Q4
Decreased
426,455
-3.8%
$160.4M0.7%$368.18
0
2023-Q3
New
443,174
-
$139.9M0.7%$308.52
59

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used