EE
MSFT icon

EWG Elevate’s Microsoft MSFT Stock Holding History

EWG Elevate’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
2025
Q3 		$2.81M Sell
5,421
-741
-12% -$378K 0.88% 41
2025
Q2 		$3.07M Buy
6,162
+621
+11% +$270K 0.94% 35
2025
Q1 		$2.08M Sell
5,541
-197
-3% -$80.3K 0.78% 39
2024
Q4 		$2.42M Buy
5,738
+75
+1% +$31.9K 0.74% 40
2024
Q3 		$2.44M Buy
5,663
+18
+0.3% +$7.69K 0.98% 26
2024
Q2 		$2.52M Buy
5,645
+63
+1% +$26.6K 0.92% 34
2024
Q1 		$2.35M Sell
5,582
-171
-3% -$69.2K 0.89% 38
2023
Q4 		$2.16M Buy
5,753
+76
+1% +$27.1K 0.9% 35
2023
Q3 		$1.79M Sell
5,677
-107
-2% -$35.4K 0.81% 40
2023
Q2 		$1.97M Sell
5,784
-31
-0.5% -$9.72K 0.81% 40
2023
Q1 		$1.68M Sell
5,815
-509
-8% -$130K 0.72% 43
2022
Q4 		$1.52M Buy
6,324
+1,284
+25% +$308K 0.76% 32
2022
Q3 		$1.17M Sell
5,040
-49
-1% -$12.9K 0.66% 32
2022
Q2 		$1.31M Buy
5,089
+53
+1% +$14.4K 0.64% 37
2022
Q1 		$1.55M Buy
5,036
+248
+5% +$74.6K 0.61% 38
2021
Q4 		$1.61M Buy
4,788
+326
+7% +$106K 0.79% 34
2021
Q3 		$1.26M Buy
4,462
+98
+2% +$28.5K 0.52% 39
2021
Q2 		$1.19M Buy
4,364
+85
+2% +$21.6K 0.46% 42
2021
Q1 		$1.01M Buy
4,279
+9
+0.2% +$2.09K 0.45% 42
2020
Q4 		$950K Sell
4,270
-182
-4% -$39.1K 0.44% 48
2020
Q3 		$936K Sell
4,452
-104
-2% -$21.8K 0.54% 32
2020
Q2 		$927K Buy
4,556
+2
+0% +$363 0.63% 30
2020
Q1 		$718K Buy
4,554
+353
+8% +$58K 0.54% 37
2019
Q4 		$662K Buy
+4,201
New +$617K 0.36% 47

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EWG Elevate's MSFT Position: Q3 2025 in Review

EWG Elevate reduced its Microsoft (MSFT) stake by 12% in Q3 2025, selling an estimated $378K and leaving 5,421 shares worth $2.81M. The position accounts for 0.88% of the portfolio, ranked #41.

EWG Elevate first reported a position in MSFT in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.07M in Q2 2025. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • EWG Elevate held 5,421 shares of Microsoft worth $2.81M as of Q3 2025.
  • EWG Elevate sold 741 Microsoft shares in Q3 2025, an estimated $378K.
  • Microsoft made up 0.88% of EWG Elevate's portfolio in Q3 2025, its #41 holding.
  • EWG Elevate first reported a position in Microsoft in Q4 2019 and has held it in 24 quarters since.
  • EWG Elevate's Microsoft position peaked at $3.07M in Q2 2025.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.