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Elevation Wealth Management LLC → MSFT
Elevation Wealth Management LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
9
Latest value
$31K
Q3 2026
Peak value
$6.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $499K |
| Q1 2026 | $3.6M |
| Q1 2026 | $376K |
| Q2 2026 | $4M |
| Q2 2026 | $416K |
| Q3 2026 | $6.3M |
| Q3 2026 | $524K |
| Q3 2026 | $31K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31K | 61 | — | — |
| Q3 2026 | $524K | 1.0K | — | — |
| Q3 2026 | $6.3M | 12.3K | — | — |
| Q2 2026 | $416K | 1.1K | — | — |
| Q2 2026 | $4M | 10.8K | — | — |
| Q1 2026 | $376K | 1.0K | — | — |
| Q1 2026 | $3.6M | 9.7K | — | — |
| Q4 2025 | $499K | 1.0K | — | — |
| Q4 2025 | $2.5M | 5.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B