Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$877,716
+$122,200 QoQ
Shares Held
2,353
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
7.51%
of 13F equity value
Holder Rank
#5,347
of 6,194 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ELEVATE WEALTH ADVISORY, INC holds $2,843,898 across 2 Software - Infrastructure names. MSFT ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
12,799 | $1,966,182 | |
| 2 | MSFT |
Microsoft Corp
This page
|
2,353 | $877,716 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,716 | 2,353 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $755,516 | 2,041 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $945,477 | 1,955 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $984,105 | 1,900 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,050,529 | 2,112 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $745,899 | 1,987 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $736,782 | 1,748 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $303,361 | 705 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $315,546 | 706 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $254,114 | 604 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $266,236 | 708 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||