United Asset Strategies, Inc.

Position in MSFT — Microsoft Corp

CIK 1539948 GARDEN CITY, NY

Position in MSFT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$48,750,729

+$7,794,010 QoQ

Shares Held

130,692

+18.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.19%

of 13F equity value

Holder Rank

#1,070

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Technology · as of Jun 30, 2026

United Asset Strategies, Inc. holds $75,847,714 across 6 Software - Infrastructure names. MSFT ranks #1 (64.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	130,692	$48,750,729
2	PANW	Palo Alto Networks Inc	65,119	$22,206,881
3	FTNT	Fortinet, Inc.	13,843	$2,126,561
4	ORCL	Oracle Corp	6,872	$1,007,091
5	PLTR	Palantir Technologies Inc.	7,542	$879,925
6	SNPS	Synopsys Inc	1,965	$876,527

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,750,729	130,692	+18.1%	Shares	Sole	2026-07-13
2026-03-31	$40,956,719	110,643	+5.3%	Shares	Sole	2026-04-29
2025-12-31	$50,838,134	105,120	+2.2%	Shares	Sole	2026-01-28
2025-09-30	$53,291,875	102,890	-2.1%	Shares	Sole	2025-10-23
2025-06-30	$52,286,246	105,117	+0.6%	Shares	Sole	2025-08-08
2025-03-31	$39,241,018	104,534	+3.5%	Shares	Sole	2025-05-14
2024-12-31	$42,581,616	101,024	+1.9%	Shares	Sole	2025-01-22
2024-09-30	$42,675,863	99,177	+6.5%	Shares	Sole	2024-10-28
2024-06-30	$41,619,090	93,118	+5.7%	Shares	Sole	2024-08-01
2024-03-31	$37,058,700	88,084	-0.7%	Shares	Sole	2024-04-23
2023-12-31	$33,355,124	88,701	-1.4%	Shares	Sole	2024-01-30
2023-09-30	$28,398,870	89,941	+0.8%	Shares	Sole	2023-11-07
2023-06-30	$30,397,962	89,264	+1.2%	Shares	Sole	2023-07-25
2023-03-31	$25,430,078	88,207	-0.2%	Shares	Sole	2023-07-25
2022-12-31	$21,197,210	88,388	+1.0%	Shares	Sole	2023-01-26
2022-09-30	$20,380,380	87,507	+2.2%	Shares	Sole	2022-10-24
2022-06-30	$21,991,325	85,626	-0.9%	Shares	Sole	2022-08-15
2022-03-31	$26,626,576	86,363	-5.6%	Shares	Sole	2022-04-29
2021-12-31	$30,775,634	91,507	-7.2%	Shares	Sole	2022-01-31
2021-09-30	$27,791,391	98,579	+0.6%	Shares	Sole	2021-10-21
2021-06-30	$26,536,280	97,956	+1.5%	Shares	Sole	2021-07-19
2021-03-31	$22,743,081	96,463	+4.4%	Shares	Sole	2021-04-27
2020-12-31	$20,551,385	92,399	+1.2%	Shares	Sole	2021-02-05
2020-09-30	$19,207,125	91,319	-3.8%	Shares	Sole	2020-11-03
2020-06-30	$19,310,656	94,888	-4.4%	Shares	Sole	2020-08-03
2020-03-31	$15,647,355	99,216	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.