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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elite Life Management's MSFT Position: Q1 2026 in Review

Elite Life Management reduced its Microsoft (MSFT) stake by 0.05% in Q1 2026, selling an estimated $837 and leaving 4,166 shares worth $1.73M. The position accounts for 2.16% of the portfolio, ranked #8.

Elite Life Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.81M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Elite Life Management held 4,166 shares of Microsoft worth $1.73M as of Q1 2026.
Elite Life Management sold 2 Microsoft shares in Q1 2026, an estimated $837.
Microsoft made up 2.16% of Elite Life Management's portfolio in Q1 2026, its #8 holding.
Elite Life Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Elite Life Management's Microsoft position peaked at $1.81M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Elite Life Management's 13F filing for Q1 2026, filed 11 May 2026.