Elevated Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Elevated Private Wealth's MSFT Position: Q2 2026 in Review
Elevated Private Wealth opened a new position in Microsoft (MSFT) in Q2 2026: 5,921 shares worth $2.21M. The stake represents 2.09% of the portfolio and ranks #12 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in MSFT as recently as Q4 2025.
Elevated Private Wealth first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.46M in Q4 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Elevated Private Wealth held 5,921 shares of Microsoft worth $2.21M as of Q2 2026.
- Microsoft was a new Elevated Private Wealth position in Q2 2026.
- Microsoft made up 2.09% of Elevated Private Wealth's portfolio in Q2 2026, its #12 holding.
- Elevated Private Wealth first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
- Elevated Private Wealth's Microsoft position peaked at $2.46M in Q4 2025.
- 6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.