Elevatus Welath Management
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Elevatus Welath Management’s Microsoft MSFT Stock Holding History

Elevatus Welath 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
Q3 		$16M Buy
31,114
+2,774
+10% +$1.28M 3.84% 4
2026
Q2 		$10.6M Buy
28,340
+4,573
+19% +$1.85M 2.57% 7
2026
Q1 		$8.8M Sell
23,767
-16,917
-42% -$7.08M 4.61% 3
2025
Q4 		$19.7M Buy
40,684
+2,390
+6% +$1.2M 5.38% 1
2025
Q3 		$19.8M Buy
38,294
+6,175
+19% +$3.15M 5.73% 3
2025
Q2 		$16M Buy
32,119
+11,564
+56% +$5.02M 5.33% 2
2025
Q1 		$7.72M Sell
20,555
-33,919
-62% -$13.8M 4.37% 6
2024
Q4 		$23M Buy
54,474
+9,999
+22% +$4.26M 7.86% 2
2024
Q3 		$19.1M Sell
44,475
-3,666
-8% -$1.57M 6.26% 3
2024
Q2 		$21.5M Sell
48,141
-4,924
-9% -$2.08M 8.05% 1
2024
Q1 		$22.3M Buy
53,065
+757
+1% +$306K 8.81% 2
2023
Q4 		$19.7M Buy
52,308
+17,760
+51% +$6.32M 8.94% 1
2023
Q3 		$10.9M Buy
34,548
+21,690
+169% +$7.17M 9.86% 1
2023
Q2 		$4.38M Buy
+12,858
New +$4.03M 3.04% 11

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

Elevatus Welath Management's MSFT Position: Q3 2026 in Review

Elevatus Welath Management increased its Microsoft (MSFT) stake by 9.8% in Q3 2026, buying an estimated $1.28M and bringing the position to 31,114 shares worth $16M. The position accounts for 3.84% of the portfolio, ranked #4.

Elevatus Welath Management first reported a position in MSFT in Q2 2023 and has held it in 14 quarters since. The position peaked at $23M in Q4 2024. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Elevatus Welath Management held 31,114 shares of Microsoft worth $16M as of Q3 2026.
  • Elevatus Welath Management bought 2,774 Microsoft shares in Q3 2026, an estimated $1.28M.
  • Microsoft made up 3.84% of Elevatus Welath Management's portfolio in Q3 2026, its #4 holding.
  • Elevatus Welath Management first reported a position in Microsoft in Q2 2023 and has held it in 14 quarters since.
  • Elevatus Welath Management's Microsoft position peaked at $23M in Q4 2024.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.