Elevate Wealth Advisory’s Microsoft MSFT Stock Holding History

Elevate Wealth Advisory’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	$756K	Buy	2,041 +86	+4%	+$36K	0.48%	33
2025 Q4	$946K	Buy	1,955 +55	+3%	+$27.6K	0.65%	27
2025 Q3	$984K	Sell	1,900 -212	-10%	-$108K	0.72%	27
2025 Q2	$1.05M	Buy	2,112 +125	+6%	+$54.3K	0.75%	29
2025 Q1	$746K	Buy	1,987 +239	+14%	+$97.4K	0.53%	36
2024 Q4	$737K	Buy	1,748 +1,043	+148%	+$444K	0.55%	35
2024 Q3	$303K	Sell	705 -1	-0.1%	-$427	0.23%	52
2024 Q2	$316K	Buy	706 +102	+17%	+$43.1K	0.26%	49
2024 Q1	$254K	Sell	604 -104	-15%	-$42.1K	0.22%	50
2023 Q4	$266K	Buy	+708	New	+$252K	0.24%	49

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elevate Wealth Advisory's MSFT Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Microsoft (MSFT) stake by 4.4% in Q1 2026, buying an estimated $36K and bringing the position to 2,041 shares worth $756K. The position accounts for 0.48% of the portfolio, ranked #33.

Elevate Wealth Advisory first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Elevate Wealth Advisory held 2,041 shares of Microsoft worth $756K as of Q1 2026.
Elevate Wealth Advisory bought 86 Microsoft shares in Q1 2026, an estimated $36K.
Microsoft made up 0.48% of Elevate Wealth Advisory's portfolio in Q1 2026, its #33 holding.
Elevate Wealth Advisory first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Microsoft position peaked at $1.05M in Q2 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.