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 Q3	$2.42M	Sell	4,720 -1,296	-22%	-$599K	1.39%	18
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Elevate Capital Advisors's MSFT Position: Q3 2026 in Review

Elevate Capital Advisors reduced its Microsoft (MSFT) stake by 22% in Q3 2026, selling an estimated $599K and leaving 4,720 shares worth $2.42M. The position accounts for 1.39% of the portfolio, ranked #18.

Elevate Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.61M in Q1 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Elevate Capital Advisors held 4,720 shares of Microsoft worth $2.42M as of Q3 2026.
Elevate Capital Advisors sold 1,296 Microsoft shares in Q3 2026, an estimated $599K.
Microsoft made up 1.39% of Elevate Capital Advisors's portfolio in Q3 2026, its #18 holding.
Elevate Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Elevate Capital Advisors's Microsoft position peaked at $4.61M in Q1 2025.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Elevate Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.