Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$350,328,447
+$42,599,093 QoQ
Shares Held
939,168
+13.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#387
of 6,179 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names. MSFT ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,328,447 | 939,168 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $307,729,354 | 831,319 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $394,741,283 | 816,222 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $396,431,790 | 796,992 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $268,610,689 | 715,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $289,794,738 | 687,532 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $299,047,742 | 694,975 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $296,120,465 | 662,536 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $266,673,372 | 633,850 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $235,608,614 | 626,552 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $195,106,029 | 617,913 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $17,027,000 | 50,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $128,870 | 447 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $136,538,878 | 569,339 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $128,057,736 | 549,840 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $124,659,631 | 485,378 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $143,745,837 | 466,238 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $146,403,459 | 435,310 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $113,420,644 | 402,315 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $110,098,365 | 406,417 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $89,609,811 | 380,073 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $68,977,780 | 310,124 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $61,672,962 | 293,220 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $62,544,524 | 307,329 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $50,153,041 | 318,008 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||