WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in MSFT — Microsoft Corp
CIK 1632972
PLYMOUTH, MN
Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,008,193,233
+$135,201,703 QoQ
Shares Held
2,702,786
+14.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
3.33%
of 13F equity value
Holder Rank
#194
of 6,215 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$298,416
CallShares
800
PutValue
$11,899,338
PutShares
31,900
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. MSFT ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,702,786 | $1,008,193,233 | |
| 2 | PANW |
Palo Alto Networks Inc
|
339,398 | $115,741,505 | |
| 3 | ORCL |
Oracle Corp
|
694,940 | $101,843,457 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,507,496 | $71,901,906 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
492,831 | $57,498,592 | |
| 6 | FTNT |
Fortinet, Inc.
|
274,918 | $42,232,903 | |
| 7 | VRSN |
Verisign Inc/Ca
|
150,834 | $37,943,801 | |
| 8 | AKAM |
Akamai Technologies Inc
|
145,054 | $17,146,833 |
All Filings in MSFT
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,193,233 | 2,702,786 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $298,416 | 800 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $11,899,338 | 31,900 | Put | Sole | 2026-07-15 | |
| 2026-03-31 | $13,178,052 | 35,600 | Put | Sole | 2026-04-08 | |
| 2026-03-31 | $872,991,530 | 2,358,353 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $0 | 0 | Put | Sole | 2026-01-08 | |
| 2025-12-31 | $1,458,689,807 | 3,016,190 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,525,078,395 | 2,944,451 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $332,541 | 28,634 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $1,449,515,413 | 2,914,126 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 | $5,850 | 22,500 | Put | Sole | 2025-07-10 | |
| 2025-03-31 | $1,009,089,988 | 2,688,111 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $923,978 | 29,400 | Put | Sole | 2025-04-16 | |
| 2024-12-31 | $352,411 | 23,600 | Put | Sole | 2025-03-17 | |
| 2024-12-31 | $1,095,175,020 | 2,598,280 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $376,686 | 27,700 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $473,375 | 8,100 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $983,575,867 | 2,285,791 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $245,000 | 2,800 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $1,932 | 1,400 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $995,451,062 | 2,227,209 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $880,435,695 | 2,092,688 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $69,528 | 1,200 | Call | Sole | 2024-04-15 | |
| 2024-03-31 | $263 | 100 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $769,884,741 | 2,047,348 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $188,020 | 500 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $1,148 | 100 | Call | Sole | 2024-01-30 | |
| 2023-09-30 | $630,463,708 | 1,996,718 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $127,157 | 10,700 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $149,902 | 8,400 | Call | Sole | 2023-11-13 | |
| 2023-06-30 | $57,513,800 | 168,890 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $49,960,660 | 173,294 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $27,837,346 | 116,076 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $30,249,517 | 129,882 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $37,147,634 | 144,639 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $41,348,995 | 134,115 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $42,680,689 | 126,905 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $33,307,156 | 118,144 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $31,083,607 | 114,742 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $25,423,550 | 107,832 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $23,597,205 | 106,093 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $11,127,508 | 52,905 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $20,661,759 | 101,527 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $7,916,411 | 50,196 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||