SEC 13F Intelligence

Elevate Capital Advisors, LLC / MSFT

Elevate Capital Advisors, LLC’s Microsoft Corp Position

Does Elevate Capital Advisors, LLC own Microsoft Corp (MSFT)? Yes — 5.6K shares worth $2M (+1.34% of its 13F portfolio) as of Q1 2026, down from 8.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.6K
% of Portfolio
+1.34%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.6K$2M+1.34%
Q4 20258.5K$4M+2.73%
Q3 20257.8K$4M+2.83%
Q2 20257.8K$4M+3.09%
Q1 202512.3K$5M+4.27%
Q4 202410.2K$4M+3.77%

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