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Elevate Capital Advisors’s Microsoft MSFT Stock Holding History

Elevate Capital Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07M Sell
5,588
-2,932
-34% -$1.23M 1.34% 28
2025
Q4 		$4.12M Buy
8,520
+678
+9% +$340K 2.73% 8
2025
Q3 		$4.06M Buy
7,842
+39
+0.5% +$19.9K 2.83% 5
2025
Q2 		$3.88M Sell
7,803
-4,485
-36% -$1.95M 3.09% 4
2025
Q1 		$4.61M Buy
12,288
+2,123
+21% +$866K 4.27% 3
2024
Q4 		$4.28M Buy
+10,165
New +$4.33M 3.77% 7

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elevate Capital Advisors's MSFT Position: Q1 2026 in Review

Elevate Capital Advisors reduced its Microsoft (MSFT) stake by 34% in Q1 2026, selling an estimated $1.23M and leaving 5,588 shares worth $2.07M. The position accounts for 1.34% of the portfolio, ranked #28.

Elevate Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.61M in Q1 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Elevate Capital Advisors held 5,588 shares of Microsoft worth $2.07M as of Q1 2026.
  • Elevate Capital Advisors sold 2,932 Microsoft shares in Q1 2026, an estimated $1.23M.
  • Microsoft made up 1.34% of Elevate Capital Advisors's portfolio in Q1 2026, its #28 holding.
  • Elevate Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Elevate Capital Advisors's Microsoft position peaked at $4.61M in Q1 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.