Waverly Advisors, LLC's ownership history for MSFT


Waverly Advisors, LLC currently holds 560.5K shares with a market value of $207.5M. It started holding MSFT on 2024-12-31. At its peak, it held 560.5K shares on 2026-03-31. Its highest holding value was $229.7M on 2025-12-31. At its lowest, it held 208.9K shares on 2024-12-31, with a value of $88.0M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 220.5K. In the recent year, Waverly Advisors, LLC has increased its shares by 239.6K.


Waverly Advisors, LLC's ownership history for MSFT