Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,700,771
+$1,682,092 QoQ
Shares Held
71,580
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#1,473
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2026CallValue
$370,170
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $39,824,003 across 10 Software - Infrastructure names. MSFT ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
71,580 | $26,700,771 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,354 | $5,236,021 | |
| 3 | ORCL |
Oracle Corp
|
18,292 | $2,680,692 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
21,912 | $2,556,473 | |
| 5 | FFIV |
F5, Inc.
|
3,003 | $1,249,127 | |
| 6 | XYZ |
Block, Inc.
|
5,704 | $433,504 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,458 | $377,597 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,468 | $260,803 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,700,771 | 71,580 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $25,018,679 | 67,587 | Shares | Sole | 2026-05-07 | |
| 2026-03-31 | $370,170 | 1,000 | Call | Sole | 2026-05-07 | |
| 2025-12-31 | $21,967,471 | 45,423 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $23,523,735 | 45,417 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $20,860,877 | 41,939 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,552,368 | 38,766 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16,653,886 | 39,511 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,726,621 | 38,872 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,024,325 | 38,090 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $14,354,124 | 34,118 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $11,714,774 | 31,153 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,680,895 | 30,660 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $11,766,678 | 34,553 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $16,145,953 | 56,004 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,221,756 | 55,132 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $12,653,922 | 54,332 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,279,651 | 51,706 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $15,878,889 | 51,503 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $19,609,810 | 58,307 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,647,272 | 37,767 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,917,378 | 36,609 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $8,585,328 | 36,414 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $8,634,344 | 38,820 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,119,368 | 38,603 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $7,551,645 | 37,107 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,281,904 | 39,832 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||