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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
Q2 		$2.24M Buy
6,016
+428
+8% +$173K 1.23% 26
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevate Capital Advisors's MSFT Position: Q2 2026 in Review

Elevate Capital Advisors increased its Microsoft (MSFT) stake by 7.7% in Q2 2026, buying an estimated $173K and bringing the position to 6,016 shares worth $2.24M. The position accounts for 1.23% of the portfolio, ranked #26.

Elevate Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.61M in Q1 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elevate Capital Advisors held 6,016 shares of Microsoft worth $2.24M as of Q2 2026.
  • Elevate Capital Advisors bought 428 Microsoft shares in Q2 2026, an estimated $173K.
  • Microsoft made up 1.23% of Elevate Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Elevate Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Elevate Capital Advisors's Microsoft position peaked at $4.61M in Q1 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.