Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$127,642,594
+$39,666,512 QoQ
Shares Held
342,187
+44.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#657
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, 2026Wealthspire Advisors, LLC holds $171,742,260 across 20 Software - Infrastructure names. MSFT ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
342,187 | $127,642,594 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,801 | $8,798,657 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
74,010 | $8,634,746 | |
| 4 | ORCL |
Oracle Corp
|
54,935 | $8,050,724 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
37,488 | $7,152,148 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
116,825 | $5,682,368 | |
| 7 | TWLO |
Twilio Inc
|
4,745 | $979,035 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,474 | $644,421 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,642,594 | 342,187 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $87,976,082 | 237,664 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $137,000,357 | 283,281 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $111,614,081 | 215,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $221,036,070 | 444,374 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $168,132,676 | 447,888 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $97,727,304 | 231,856 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $95,735,295 | 222,485 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $71,896,823 | 160,861 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $61,244,631 | 145,571 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $57,011,048 | 151,609 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $44,509,067 | 140,963 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $38,416,317 | 112,810 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $30,965,726 | 107,408 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $28,741,467 | 119,846 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,029,705 | 90,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,087,636 | 86,001 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $18,271,067 | 59,262 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $30,500,860 | 90,690 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,005,962 | 95,793 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,907,681 | 62,413 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $41,040,012 | 174,068 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $33,496,674 | 150,601 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $16,336,751 | 77,672 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,368,620 | 70,604 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $29,794,573 | 188,920 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||