Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,080,053
+$8,888,988 QoQ
Shares Held
174,468
+14.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.46%
of 13F equity value
Holder Rank
#921
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $67,191,676 across 12 Software - Infrastructure names. MSFT ranks #1 (96.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
174,468 | $65,080,053 | |
| 2 | ORCL |
Oracle Corp
|
8,027 | $1,176,356 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,057 | $623,236 | |
| 4 | PANW |
Palo Alto Networks Inc
|
231 | $78,775 | |
| 5 | GEN |
Gen Digital Inc.
|
3,005 | $74,794 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
582 | $67,901 | |
| 7 | RBRK |
Rubrik, Inc.
|
620 | $49,773 | |
| 8 | VRSN |
Verisign Inc/Ca
|
84 | $21,131 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,080,053 | 174,468 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $56,191,065 | 151,798 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $87,542,957 | 181,016 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $85,943,443 | 165,930 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,779,675 | 164,411 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $61,456,223 | 163,713 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $69,443,389 | 164,753 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $73,088,606 | 169,855 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $75,021,004 | 167,851 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $69,330,028 | 164,789 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $62,708,806 | 166,761 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $55,326,978 | 175,224 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $62,718,273 | 184,173 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $52,920,348 | 183,560 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $42,924,662 | 178,987 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $39,866,657 | 171,175 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $40,026,185 | 155,847 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $42,549,246 | 138,008 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $45,254,882 | 134,559 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $37,262,212 | 132,173 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $36,089,298 | 133,220 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $30,877,382 | 130,964 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $29,058,505 | 130,647 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $16,107,281 | 76,581 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $15,753,302 | 77,408 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $9,851,670 | 62,467 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||