SEC 13F Intelligence

Elevation Point Wealth Partners, LLC / MSFT

Elevation Point Wealth Partners, LLC’s Microsoft Corp Position

Does Elevation Point Wealth Partners, LLC own Microsoft Corp (MSFT)? Yes — 231.0K shares worth $86M (+1.98% of its 13F portfolio) as of Q1 2026, up from 122.9K shares the prior filed quarter.

Position Value
$86M
Q1 2026
Shares
231.0K
% of Portfolio
+1.98%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $8MQ2 ’21: $10MQ3 ’21: $11MQ4 ’21: $14MQ4 ’21Q1 ’22: $12MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $10MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $20MQ2 ’24: $21MQ3 ’24: $16MQ4 ’24: $18MQ4 ’24Q1 ’25: $16MQ2 ’25: $21MQ3 ’25: $39MQ4 ’25: $59MQ4 ’25Q1 ’26: $86Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026231.0K$86M+1.98%
Q4 2025122.9K$59M+2.86%
Q3 202575.4K$39M+2.72%
Q2 202541.8K$21M+1.62%
Q1 202541.5K$16M+1.34%
Q4 202442.3K$18M+1.44%
Q3 202436.4K$16M+1.50%
Q2 202446.2K$21M+1.64%
Q1 202446.7K$20M+1.51%
Q4 202338.1K$14M+1.36%
Q3 202337.2K$12M+1.28%
Q2 202336.7K$13M+1.33%
Q1 202338.0K$11M+1.23%
Q4 202240.9K$10M+1.11%
Q3 202243.0K$10M+1.33%
Q2 202242.4K$11M+1.37%
Q1 202240.4K$12M+1.36%
Q4 202140.2K$14M+1.40%
Q3 202139.8K$11M+1.29%
Q2 202136.3K$10M+1.19%
Q1 202134.2K$8M+1.05%
Q4 202024.6K$5M+0.77%
Q3 202024.7K$5M+0.74%
Q2 202021.5K$4M+0.78%
Q1 202012.4K$2M+0.44%
Q4 201910.2K$2M+0.30%
Q3 201911.8K$2M+0.31%
Q2 201910.3K$1M+0.26%
Q1 201911.2K$1M+0.25%
Q4 201811.6K$1M+0.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elevation Point Wealth Partners, LLC’s full portfolio or all institutional holders of MSFT.