Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$19,207,545
+$1,026,276 QoQ
Shares Held
51,492
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
#1,731
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$74,604
CallShares
200
PutValue
$0
PutShares
0
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, 2026FAS Wealth Partners, Inc. holds $27,902,649 across 8 Software - Infrastructure names. MSFT ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
51,492 | $19,207,545 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
38,163 | $4,452,477 | |
| 3 | NET |
Cloudflare, Inc.
|
7,220 | $1,770,921 | |
| 4 | ORCL |
Oracle Corp
|
6,346 | $930,006 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,634 | $898,246 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,652 | $315,176 | |
| 7 | TWLO |
Twilio Inc
|
1,462 | $301,654 | |
| 8 | SABR |
Sabre Corp
|
12,739 | $26,624 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,604 | 200 | Call | Sole | 2026-07-29 | |
| 2026-06-30 | $19,207,545 | 51,492 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,181,269 | 49,116 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $23,029,500 | 47,619 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $23,615,412 | 45,594 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $22,420,755 | 45,075 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,032,156 | 42,708 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,555,053 | 41,649 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,672,851 | 41,071 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $17,653,631 | 39,498 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $15,835,900 | 37,640 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $14,225,593 | 37,830 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $11,160,499 | 35,346 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $11,658,727 | 34,236 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,558,298 | 33,154 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,209,229 | 30,061 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,483,703 | 27,839 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,546,339 | 25,489 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,177,148 | 23,279 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,953,416 | 20,675 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,348,274 | 22,518 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $281,920 | 1,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $5,950,047 | 21,964 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,801,691 | 20,366 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,389,903 | 19,737 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,262,547 | 20,266 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,463,788 | 21,934 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,538,539 | 22,437 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||