SEC 13F Intelligence

Everhart Financial Group, Inc. / MSFT

Everhart Financial Group, Inc.’s Microsoft Corp Position

Does Everhart Financial Group, Inc. own Microsoft Corp (MSFT)? Yes — 57.9K shares worth $22M (+1.38% of its 13F portfolio) as of Q2 2026, down from 62.5K shares the prior filed quarter.

Position Value
$22M
Q2 2026
Shares
57.9K
% of Portfolio
+1.38%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q1 ’21: $904,000Q1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $5MQ1 ’23: $7MQ2 ’23: $9MQ2 ’23Q3 ’23: $9MQ4 ’23: $11MQ1 ’24: $15MQ1 ’24Q2 ’24: $17MQ3 ’24: $18MQ4 ’24: $20MQ4 ’24Q1 ’25: $18MQ2 ’25: $27MQ3 ’25: $29MQ3 ’25Q4 ’25: $28MQ1 ’26: $23MQ2 ’26: $22MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202657.9K$22M+1.38%
Q1 202662.5K$23M+1.97%
Q4 202557.5K$28M+2.58%
Q3 202556.2K$29M+2.91%
Q2 202553.4K$27M+3.07%
Q1 202549.0K$18M+2.51%
Q4 202448.2K$20M+4.18%
Q3 202442.8K$18M+4.08%
Q2 202438.4K$17M+4.45%
Q1 202434.5K$15M+4.22%
Q4 202330.4K$11M+4.04%
Q3 202327.1K$9M+3.64%
Q2 202325.1K$9M+3.53%
Q1 202323.9K$7M+3.09%
Q4 202221.2K$5M+2.55%
Q3 202216.7K$4M+2.15%
Q2 202216.5K$4M+2.58%
Q1 202216.1K$5M+2.88%
Q4 202112.2K$4M+2.47%
Q3 202111.0K$3M+2.12%
Q2 20219.8K$3M+1.82%
Q1 20213.8K$904,000+0.79%

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