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Elevation Wealth Partners’s Microsoft MSFT Stock Holding History

Elevation Wealth Partners’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 		$2.48M Buy
6,643
+275
+4% +$111K 0.74% 29
2026
Q1 		$2.36M Buy
6,368
+87
+1% +$36.4K 0.84% 28
2025
Q4 		$3.04M Sell
6,281
-253
-4% -$127K 1.08% 26
2025
Q3 		$3.38M Buy
6,534
+540
+9% +$275K 1.22% 21
2025
Q2 		$2.98M Sell
5,994
-109
-2% -$47.3K 1.18% 22
2025
Q1 		$2.29M Sell
6,103
-294
-5% -$120K 0.99% 27
2024
Q4 		$2.7M Sell
6,397
-55
-0.9% -$23.4K 1.14% 20
2024
Q3 		$2.78M Sell
6,452
-689
-10% -$295K 1.19% 19
2024
Q2 		$3.19M Buy
7,141
+19
+0.3% +$8.02K 1.51% 15
2024
Q1 		$3M Sell
7,122
-1,969
-22% -$797K 1.5% 15
2023
Q4 		$2.87M Buy
9,091
+7,179
+375% +$2.56M 1.72% 12
2023
Q3 		$604K Hold
1,912
– – 0.52% 27
2023
Q2 		$651K Sell
1,912
-326
-15% -$102K 0.55% 28
2023
Q1 		$645K Buy
+2,238
New +$571K 0.59% 28

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Elevation Wealth Partners increased its Microsoft (MSFT) stake by 4.3% in Q2 2026, buying an estimated $111K and bringing the position to 6,643 shares worth $2.48M. The position accounts for 0.74% of the portfolio, ranked #29.

Elevation Wealth Partners first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.38M in Q3 2025. 2,641 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elevation Wealth Partners held 6,643 shares of Microsoft worth $2.48M as of Q2 2026.
  • Elevation Wealth Partners bought 275 Microsoft shares in Q2 2026, an estimated $111K.
  • Microsoft made up 0.74% of Elevation Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Elevation Wealth Partners first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Microsoft position peaked at $3.38M in Q3 2025.
  • 2,641 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.