MSFT — MICROSOFT CORP

Ownership history in ELEVATION POINT WEALTH PARTNERS, LLC  ·  37 quarters on record

AI Ownership Summary

ELEVATION POINT WEALTH PARTNERS, LLC reported MICROSOFT CORP (MSFT) in 37 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.86% in 2025 Q4. The latest visible filing shows MSFT at 2.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION POINT WEALTH PARTNERS, LLC's position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 2.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.86% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page ELEVATION POINT WEALTH PARTNERS, LLC fund profile ELEVATION POINT WEALTH PARTNERS, LLC full holdings
How ELEVATION POINT WEALTH PARTNERS, LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 15 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 122,875 +47,495 +63.0% 2.86% $59.4M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 75,380 +75,080 +25026.7% 2.72% $39.0M 2025-11-14 $508.07
2025 Q2 REDUCED 300 -41,450 -99.3% 0.00% $55K 2025-08-13 $517.57
2025 Q2 ADDED 41,750 +41,450 +13816.7% 1.62% $20.8M 2025-08-13 $517.57
2025 Q1 REDUCED 300 -41,223 -99.3% 0.00% $22K 2025-04-16 $368.79
2025 Q1 ADDED 41,523 +41,223 +13741.0% 1.34% $15.6M 2025-04-16 $368.79
2024 Q4 REDUCED 300 -42,028 -99.3% 0.00% $37K 2025-01-22 $441.92
2024 Q4 ADDED 42,328 +42,028 +14009.3% 1.44% $17.8M 2025-01-22 $441.92
2024 Q3 REDUCED 300 -36,070 -99.2% 0.00% $39K 2024-10-23 $419.69
2024 Q3 ADDED 36,370 +36,070 +12023.3% 1.50% $15.7M 2024-10-23 $419.69
2024 Q2 REDUCED 300 -45,889 -99.4% 0.00% $47K 2024-08-13 $408.49
2024 Q2 REDUCED 46,189 -552 -1.2% 1.64% $20.6M 2024-08-13 $408.49
2024 Q1 ADDED 46,741 +8,604 +22.6% 1.51% $19.7M 2024-05-15 $417.44
2023 Q4 ADDED 38,137 +948 +2.5% 1.36% $14.3M 2024-02-13 $399.44
2023 Q3 ADDED 37,189 +452 +1.2% 1.28% $11.7M 2023-10-11 $326.13
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%

FAQ About ELEVATION POINT WEALTH PARTNERS, LLC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELEVATION POINT WEALTH PARTNERS, LLC reported owning MSFT?

ELEVATION POINT WEALTH PARTNERS, LLC reported MSFT across 15 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MSFT position in ELEVATION POINT WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for MSFT was 2.86% in 2025 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when ELEVATION POINT WEALTH PARTNERS, LLC reported 122,875 shares, equal to 2.86% of portfolio, with an estimated market value of $59.4M.

What does the chart on this MSFT ownership page compare?

The chart compares ELEVATION POINT WEALTH PARTNERS, LLC's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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