Arete Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1600151 CHICAGO, IL

Position in MSFT

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

Position Value

$20,939,477

+$3,209,445 QoQ

Shares Held

56,135

+17.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.89%

of 13F equity value

Holder Rank

#1,658

of 6,194 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $39,434,247 across 5 Software - Infrastructure names. MSFT ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	56,135	$20,939,477
2	RXT	Rackspace Technology, Inc.	2,173,359	$14,192,034
3	PLTR	Palantir Technologies Inc.	25,866	$3,017,786
4	XYZ	Block, Inc.	11,055	$840,180
5	GCT	GigaCloud Technology Inc	14,075	$444,770

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,939,477	56,135	+17.2%	Shares	Sole	2026-08-13
2026-03-31	$17,730,032	47,897	-8.2%	Shares	Sole	2026-05-20
2025-12-31	$25,234,324	52,178	+5.1%	Shares	Sole	2026-02-13
2025-09-30	$25,721,397	49,660	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$24,909,297	50,078	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$19,061,178	50,777	-0.5%	Shares	Sole	2025-05-16
2024-12-31	$21,504,508	51,019	+30.3%	Shares	Sole	2025-02-12
2024-09-30	$16,854,851	39,170	-13.9%	Shares	Sole	2024-11-18
2023-12-31	$17,107,187	45,493	+0.2%	Shares	Sole	2024-02-14
2023-06-30	$15,465,964	45,416	-13.2%	Shares	Sole	2023-08-09
2023-03-31	$15,080,396	52,308	+3.6%	Shares	Sole	2023-05-22
2022-12-31	$12,106,113	50,480	-2.8%	Shares	Sole	2023-02-06
2022-09-30	$12,092,400	51,921	+80.5%	Shares	Sole	2022-11-07
2022-06-30	$7,386,173	28,759	-9.4%	Shares	Sole	2022-08-15
2022-03-31	$9,785,142	31,738	-1.9%	Shares	Sole	2022-05-06
2021-12-31	$10,878,606	32,346	+18.9%	Shares	Sole	2022-02-07
2021-09-30	$7,666,814	27,195	+0.8%	Shares	Sole	2021-11-15
2021-06-30	$7,307,527	26,975	+1.2%	Shares	Sole	2021-08-09
2021-03-31	$6,282,327	26,646	+0.2%	Shares	Sole	2021-05-10
2020-12-31	$5,913,035	26,585	-49.6%	Shares	Sole	2021-02-08
2020-09-30	$11,090,069	52,727	-3.4%	Shares	Sole	2020-11-09
2020-06-30	$11,109,407	54,589	+6.4%	Shares	Sole	2020-08-11
2020-03-31	$8,093,677	51,320	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.