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Elite Life Management’s Microsoft MSFT Stock Holding History

Elite Life 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 		$2.1M Buy
4,311
+145
+3% +$58.7K 2.46% 8
2026
Q1 		$1.73M Sell
4,166
-2
-0% -$837 2.16% 8
2025
Q4 		$1.67M Buy
4,168
+647
+18% +$324K 2.71% 7
2025
Q3 		$1.81M Buy
3,521
+98
+3% +$50K 3.69% 6
2025
Q2 		$1.7M Buy
3,423
+300
+10% +$130K 4.38% 6
2025
Q1 		$1.17M Sell
3,123
-129
-4% -$52.6K 3.66% 7
2024
Q4 		$1.37M Buy
3,252
+34
+1% +$14.5K 4.06% 8
2024
Q3 		$1.38M Buy
3,218
+60
+2% +$25.6K 4.52% 7
2024
Q2 		$1.41M Buy
3,158
+119
+4% +$50.3K 5.48% 7
2024
Q1 		$1.28M Buy
3,039
+153
+5% +$61.9K 6.26% 4
2023
Q4 		$1.09M Buy
+2,886
New +$1.03M 6.5% 4

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 $3.37T AUM 44.26% 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 Life Management's MSFT Position: Q2 2026 in Review

Elite Life Management increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $58.7K and bringing the position to 4,311 shares worth $2.1M. The position accounts for 2.46% of the portfolio, ranked #8.

Elite Life Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elite Life Management held 4,311 shares of Microsoft worth $2.1M as of Q2 2026.
  • Elite Life Management bought 145 Microsoft shares in Q2 2026, an estimated $58.7K.
  • Microsoft made up 2.46% of Elite Life Management's portfolio in Q2 2026, its #8 holding.
  • Elite Life Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.