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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevatus Welath Management's MSFT Position: Q2 2026 in Review

Elevatus Welath Management increased its Microsoft (MSFT) stake by 19% in Q2 2026, buying an estimated $1.85M and bringing the position to 28,340 shares worth $10.6M. The position accounts for 2.57% of the portfolio, ranked #7.

Elevatus Welath Management first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $23M in Q4 2024. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Elevatus Welath Management held 28,340 shares of Microsoft worth $10.6M as of Q2 2026.
Elevatus Welath Management bought 4,573 Microsoft shares in Q2 2026, an estimated $1.85M.
Microsoft made up 2.57% of Elevatus Welath Management's portfolio in Q2 2026, its #7 holding.
Elevatus Welath Management first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
Elevatus Welath Management's Microsoft position peaked at $23M in Q4 2024.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.