WBI INVESTMENTS, LLC

Position in MSFT — Microsoft Corp

CIK 1397424 RED BANK, NJ

Position in MSFT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,576,755

-$261,138 QoQ

Shares Held

4,227

-14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#4,774

of 6,194 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $6,118,490 across 6 Software - Infrastructure names. MSFT ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	9,836	$1,876,560
2	MSFT	Microsoft Corp This page	4,227	$1,576,755
3	TWLO	Twilio Inc	3,583	$739,279
4	MDB	MongoDB, Inc.	2,178	$731,589
5	ORCL	Oracle Corp	4,296	$629,578
6	PANW	Palo Alto Networks Inc	1,656	$564,729

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,576,755	4,227	-14.9%	Shares	Sole	2026-08-11
2026-03-31	$1,837,893	4,965	+107.6%	Shares	Defined	2026-05-11
2025-12-31	$1,156,819	2,392	-26.2%	Shares	Sole	2026-02-13
2025-09-30	$1,678,675	3,241	-25.5%	Shares	Defined	2025-11-20
2025-06-30	$2,165,225	4,353	-30.4%	Shares	Defined	2025-08-11
2025-03-31	$2,348,814	6,257	-57.7%	Shares	Defined	2025-05-22
2024-03-31	$6,225,393	14,797	-8.5%	Shares	Defined	2024-05-03
2023-12-31	$6,082,822	16,176	+230.2%	Shares	Defined	2024-02-09
2023-09-30	$1,546,859	4,899	-76.4%	Shares	Defined	2023-11-09
2023-06-30	$7,056,669	20,722	-10.2%	Shares	Sole	2023-08-07
2021-09-30	$6,503,330	23,068	-36.5%	Shares	Defined	2021-11-09
2021-03-31	$8,560,336	36,308	+39.2%	Shares	Defined	2021-05-12
2020-12-31	$5,801,602	26,084	-52.6%	Shares	Defined	2021-02-04
2020-06-30	$11,203,428	55,051	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.