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Elevated Capital Advisors’s Microsoft MSFT Stock Holding History

Elevated 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 		$4.93M Sell
13,211
-7,184
-35% -$2.91M 1.36% 16
2026
Q1 		$7.55M Buy
20,395
+586
+3% +$245K 1.9% 8
2025
Q4 		$9.58M Buy
19,809
+436
+2% +$218K 2.23% 6
2025
Q3 		$10M Buy
19,373
+98
+0.5% +$50K 2.5% 5
2025
Q2 		$7.24M Hold
19,275
– – 2.03% 6
2025
Q1 		$7.24M Sell
19,275
-435
-2% -$177K 2.03% 6
2024
Q4 		$8.31M Buy
19,710
+3,783
+24% +$1.61M 2.26% 6
2024
Q3 		$6.85M Buy
15,927
+4,407
+38% +$1.88M 1.82% 10
2024
Q2 		$5.15M Buy
11,520
+864
+8% +$365K 1.45% 13
2024
Q1 		$4.48M Buy
10,656
+514
+5% +$208K 1.28% 21
2023
Q4 		$3.81M Buy
10,142
+244
+2% +$86.8K 1.19% 21
2023
Q3 		$3.13M Sell
9,898
-199
-2% -$65.8K 1.06% 25
2023
Q2 		$3.44M Buy
10,097
+331
+3% +$104K 1.14% 22
2023
Q1 		$2.82M Buy
9,766
+23
+0.2% +$5.87K 1.01% 26
2022
Q4 		$2.34M Buy
9,743
+2,799
+40% +$672K 0.89% 33
2022
Q3 		$1.62M Buy
+6,944
New +$1.83M 0.64% 47
2022
Q1 		$2.2M Buy
+7,130
New +$2.15M 0.73% 37
2021
Q3 		$2.02M Buy
+7,172
New +$2.09M 0.7% 39
2021
Q1 		$2.16M Sell
8,375
-99
-1% -$23K 0.84% 34
2020
Q4 		$1.89M Buy
8,474
+2,541
+43% +$546K 0.82% 35
2020
Q3 		$1.25M Sell
5,933
-727
-11% -$153K 0.59% 49
2020
Q2 		$1.54M Buy
+6,660
New +$1.21M 0.73% 39
2019
Q4 		$401K Buy
+2,544
New +$374K 0.45% 69
2019
Q1 		$1.07M Buy
+6,246
New +$681K 0.71% 38

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

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

Elevated Capital Advisors reduced its Microsoft (MSFT) stake by 35% in Q2 2026, selling an estimated $2.91M and leaving 13,211 shares worth $4.93M. The position accounts for 1.36% of the portfolio, ranked #16.

Elevated Capital Advisors first reported a position in MSFT in Q1 2019 and has held it in 24 quarters since. The position peaked at $10M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elevated Capital Advisors held 13,211 shares of Microsoft worth $4.93M as of Q2 2026.
  • Elevated Capital Advisors sold 7,184 Microsoft shares in Q2 2026, an estimated $2.91M.
  • Microsoft made up 1.36% of Elevated Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Elevated Capital Advisors first reported a position in Microsoft in Q1 2019 and has held it in 24 quarters since.
  • Elevated Capital Advisors's Microsoft position peaked at $10M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.