Elevation Advisory Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.42M Sell
6,004
-794
-12% -$321K 2.47% 8
2026
Q1
$3.27M Buy
+6,798
New +$2.84M 3.05% 5

Other funds holding MSFT

Elevation Advisory Partners's MSFT Position: Q2 2026 in Review

Elevation Advisory Partners reduced its Microsoft (MSFT) stake by 12% in Q2 2026, selling an estimated $321K and leaving 6,004 shares worth $2.42M. The position accounts for 2.47% of the portfolio, ranked #8.

Elevation Advisory Partners first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.27M in Q1 2026. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elevation Advisory Partners held 6,004 shares of Microsoft worth $2.42M as of Q2 2026.
  • Elevation Advisory Partners sold 794 Microsoft shares in Q2 2026, an estimated $321K.
  • Microsoft made up 2.47% of Elevation Advisory Partners's portfolio in Q2 2026, its #8 holding.
  • Elevation Advisory Partners first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • Elevation Advisory Partners's Microsoft position peaked at $3.27M in Q1 2026.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.