Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$174,363,722
+$18,830,875 QoQ
Shares Held
467,438
+11.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.66%
of 13F equity value
Holder Rank
#559
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$5,170
PutShares
1,100
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, 2026RWA WEALTH PARTNERS, LLC holds $301,660,757 across 13 Software - Infrastructure names. MSFT ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
467,438 | $174,363,722 | |
| 2 | QLYS |
Qualys, Inc.
|
548,756 | $75,448,462 | |
| 3 | PANW |
Palo Alto Networks Inc
|
60,516 | $20,637,166 | |
| 4 | ORCL |
Oracle Corp
|
65,437 | $9,589,792 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
33,888 | $6,465,321 | |
| 6 | AKAM |
Akamai Technologies Inc
|
37,374 | $4,417,980 | |
| 7 | RBRK |
Rubrik, Inc.
|
44,565 | $3,577,678 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,938 | $2,602,015 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,363,722 | 467,438 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $155,532,847 | 420,166 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $197,564,244 | 409,549 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $212,885,105 | 412,112 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $190,693,065 | 383,372 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $5,170 | 1,100 | Put | Sole | 2025-08-06 | |
| 2025-03-31 | $144,317,932 | 384,448 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $84,120 | 2,400 | Put | Sole | 2025-05-13 | |
| 2024-12-31 | $172,306,616 | 411,078 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $165,875,607 | 387,760 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $170,359,907 | 381,161 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $159,349,803 | 378,755 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $144,421,169 | 384,058 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $49,794,090 | 157,701 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $48,015,799 | 140,999 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $39,121,733 | 135,698 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $31,850,254 | 132,809 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $30,806,381 | 132,273 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $33,112,578 | 128,928 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $38,421,900 | 124,621 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $40,420,282 | 120,184 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $31,924,338 | 113,239 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $30,446,451 | 112,390 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $26,415,670 | 112,040 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $22,226,208 | 99,929 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $21,756,324 | 103,439 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,536,397 | 100,911 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $15,545,316 | 98,569 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||