SEC 13F Intelligence

Ep Wealth Advisors, LLC / MSFT

Ep Wealth Advisors, LLC’s Microsoft Corp Position

Does Ep Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes — 831.3K shares worth $308M (+1.51% of its 13F portfolio) as of Q1 2026, up from 816.2K shares the prior filed quarter.

Position Value
$308M
Q1 2026
Shares
831.3K
% of Portfolio
+1.51%
Quarters Held
27
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $28MQ4 ’18Q1 ’19: $33MQ2 ’19: $41MQ3 ’19: $43MQ4 ’19: $50MQ4 ’19Q1 ’20: $50MQ2 ’20: $63MQ3 ’20: $62MQ4 ’20: $69MQ4 ’20Q1 ’21: $90MQ2 ’21: $110MQ3 ’21: $113MQ4 ’21: $146MQ4 ’21Q1 ’22: $144MQ2 ’22: $125MQ4 ’22: $128MQ2 ’23: $205MQ2 ’23Q3 ’23: $195MQ4 ’23: $236MQ1 ’24: $267MQ2 ’24: $296MQ2 ’24Q3 ’24: $299MQ4 ’24: $290MQ1 ’25: $269MQ2 ’25: $396MQ2 ’25Q4 ’25: $395MQ1 ’26: $308Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026831.3K$308M+1.51%
Q4 2025816.2K$395M+2.05%
Q2 2025797.0K$396M+2.61%
Q1 2025715.6K$269M+2.15%
Q4 2024687.5K$290M+2.36%
Q3 2024695.0K$299M+2.57%
Q2 2024662.5K$296M+3.15%
Q1 2024633.9K$267M+3.12%
Q4 2023626.6K$236M+3.01%
Q3 2023617.9K$195M+3.03%
Q2 202350.0K$205M+2.95%
Q4 2022549.8K$128M+2.90%
Q2 2022485.4K$125M+2.81%
Q1 2022466.2K$144M+3.16%
Q4 2021435.3K$146M+3.46%
Q3 2021402.3K$113M+3.11%
Q2 2021406.4K$110M+3.05%
Q1 2021380.1K$90M+2.85%
Q4 2020310.1K$69M+2.43%
Q3 2020293.2K$62M+2.65%
Q2 2020307.3K$63M+2.67%
Q1 2020318.0K$50M+2.45%
Q4 2019317.0K$50M+2.06%
Q3 2019307.5K$43M+2.12%
Q2 2019304.8K$41M+2.55%
Q1 2019282.6K$33M+3.21%
Q4 2018278.9K$28M+2.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ep Wealth Advisors, LLC’s full portfolio or all institutional holders of MSFT.