Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,856,214
-$3,719 QoQ
Shares Held
7,657
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#4,052
of 6,215 holders
Holding Since
Sep 2024
8 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, 2026CWC Advisors, LLC. holds $3,943,642 across 3 Software - Infrastructure names. MSFT ranks #1 (72.4% of the industry book) .
All Filings in MSFT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,856,214 | 7,657 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,859,933 | 7,726 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,735,480 | 7,724 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,995,984 | 7,715 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,321,703 | 6,678 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,431,401 | 6,477 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,623,196 | 3,851 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $1,663,970 | 3,867 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||