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Elite Wealth Management’s Microsoft MSFT Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-232
Closed -$1K – 314
2014
Q3 		$1K Buy
232
+2
+0.9% +$89 ﹤0.01% 588
2014
Q2 		$1K Buy
+230
New +$9.31K ﹤0.01% 424
2014
Q1 		– Sell
-262
Closed -$13K – 550
2013
Q4 		$13K Buy
+262
New +$9.52K 0.01% 330

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 Wealth Management's MSFT Position: Q2 2026 in Review

Elite Wealth Management reduced its Microsoft (MSFT) stake by 4.6% in Q2 2026, selling an estimated $4.41M and leaving 225,389 shares worth $84.1M. The position accounts for 24.91% of the portfolio, ranked #1.

Elite Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 49 quarters since. The position peaked at $143M in Q2 2024. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elite Wealth Management held 225,389 shares of Microsoft worth $84.1M as of Q2 2026.
  • Elite Wealth Management sold 10,891 Microsoft shares in Q2 2026, an estimated $4.41M.
  • Microsoft made up 24.91% of Elite Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Elite Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 49 quarters since.
  • Elite Wealth Management's Microsoft position peaked at $143M in Q2 2024.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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