Elevation Wealth Partners
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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
Q3 		$3.34M Sell
6,505
-138
-2% -$63.8K 0.94% 28
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Elevation Wealth Partners's MSFT Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Microsoft (MSFT) stake by 2.1% in Q3 2026, selling an estimated $63.8K and leaving 6,505 shares worth $3.34M. The position accounts for 0.94% of the portfolio, ranked #28.

Elevation Wealth Partners first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.38M in Q3 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Elevation Wealth Partners held 6,505 shares of Microsoft worth $3.34M as of Q3 2026.
  • Elevation Wealth Partners sold 138 Microsoft shares in Q3 2026, an estimated $63.8K.
  • Microsoft made up 0.94% of Elevation Wealth Partners's portfolio in Q3 2026, its #28 holding.
  • Elevation Wealth Partners first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Microsoft position peaked at $3.38M in Q3 2025.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.