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Elevation Wealth Management’s Microsoft MSFT Stock Holding History

Elevation Wealth Management’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 		$4.45M Buy
11,921
+1,189
+11% +$481K 3.32% 5
2026
Q1 		$3.97M Buy
10,732
+4,621
+76% +$1.93M 3.64% 4
2025
Q4 		$2.96M Buy
+6,111
New +$3.06M 2.84% 4

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elevation Wealth Management's MSFT Position: Q2 2026 in Review

Elevation Wealth Management increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $481K and bringing the position to 11,921 shares worth $4.45M. The position accounts for 3.32% of the portfolio, ranked #5.

Elevation Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 3,146 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elevation Wealth Management held 11,921 shares of Microsoft worth $4.45M as of Q2 2026.
  • Elevation Wealth Management bought 1,189 Microsoft shares in Q2 2026, an estimated $481K.
  • Microsoft made up 3.32% of Elevation Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Elevation Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.