Elevation Capital Advisory’s Microsoft MSFT Stock Holding History

Elevation Capital 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 Q3	$221K	Buy	+431	New	+$199K	0.09%	67

Other funds holding MSFT

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Elevation Capital Advisory's MSFT Position: Q3 2026 in Review

Elevation Capital Advisory opened a new position in Microsoft (MSFT) in Q3 2026: 431 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #67 among its holdings.

4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Elevation Capital Advisory held 431 shares of Microsoft worth $221K as of Q3 2026.
Microsoft was a new Elevation Capital Advisory position in Q3 2026.
Microsoft made up 0.09% of Elevation Capital Advisory's portfolio in Q3 2026, its #67 holding.
4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Elevation Capital Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.