Elite Financial
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Elite Financial’s Microsoft MSFT Stock Holding History

Elite Financial’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 		$272K Buy
730
+89
+14% +$36K 0.11% 51
2026
Q1 		$237K Hold
641
– – 0.11% 54
2025
Q4 		$310K Hold
641
– – 0.14% 46
2025
Q3 		$324K Hold
641
– – 0.15% 44
2025
Q2 		$343K Hold
641
– – 0.17% 45
2025
Q1 		$240K Hold
641
– – 0.13% 49
2024
Q4 		$270K Buy
+641
New +$273K 0.15% 45

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elite Financial's MSFT Position: Q2 2026 in Review

Elite Financial increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $36K and bringing the position to 730 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #51.

Elite Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q2 2025. 6,261 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elite Financial held 730 shares of Microsoft worth $272K as of Q2 2026.
  • Elite Financial bought 89 Microsoft shares in Q2 2026, an estimated $36K.
  • Microsoft made up 0.11% of Elite Financial's portfolio in Q2 2026, its #51 holding.
  • Elite Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Elite Financial's Microsoft position peaked at $343K in Q2 2025.
  • 6,261 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.