Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,339,208
-$89,847 QoQ
Shares Held
6,271
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#4,282
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INSPIRION WEALTH ADVISORS, LLC holds $5,022,524 across 7 Software - Infrastructure names. MSFT ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
6,271 | $2,339,208 | |
| 2 | ZS |
Zscaler, Inc.
|
8,396 | $1,185,095 | |
| 3 | ORCL |
Oracle Corp
|
2,735 | $400,814 | |
| 4 | VRSN |
Verisign Inc/Ca
|
1,500 | $377,340 | |
| 5 | PANW |
Palo Alto Networks Inc
|
727 | $247,921 | |
| 6 | OKTA |
Okta, Inc.
|
1,760 | $240,152 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,864 | $231,994 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,339,208 | 6,271 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,429,055 | 6,562 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,848,038 | 5,889 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,910,879 | 5,620 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,560,666 | 5,148 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,204,665 | 5,873 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,362,929 | 5,606 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,418,286 | 5,620 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,430,067 | 5,437 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,135,995 | 5,077 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,996,396 | 5,309 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,640,637 | 5,196 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,718,705 | 5,047 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,214,319 | 4,212 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,017,076 | 4,241 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $987,030 | 4,238 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,073,549 | 4,180 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,182,677 | 3,836 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,014,341 | 3,016 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $844,632 | 2,996 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $805,656 | 2,974 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $813,170 | 3,449 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $698,843 | 3,142 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $630,569 | 2,998 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $609,715 | 2,996 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $456,097 | 2,892 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||