Moss Adams Wealth Advisors LLC

Position in MSFT — Microsoft Corp

CIK 1661245 SEATTLE, WA

Position in MSFT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$17,116,768

+$395,820 QoQ

Shares Held

45,887

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.87%

of 13F equity value

Holder Rank

#1,847

of 6,189 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Technology · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $21,854,938 across 9 Software - Infrastructure names. MSFT ranks #1 (78.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	45,887	$17,116,768
2	ORCL	Oracle Corp	9,784	$1,433,844
3	PLTR	Palantir Technologies Inc.	8,580	$1,001,028
4	PANW	Palo Alto Networks Inc	2,877	$981,114
5	FTNT	Fortinet, Inc.	2,305	$354,093
6	AKAM	Akamai Technologies Inc	2,883	$340,799
7	NET	Cloudflare, Inc.	971	$238,166
8	SNPS	Synopsys Inc	481	$214,559

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,116,768	45,887	+1.6%	Shares	Other	2026-07-27
2026-03-31	$16,720,948	45,171	-0.9%	Shares	Other	2026-04-23
2025-12-31	$22,047,751	45,589	+0.6%	Shares	Other	2026-01-26
2025-09-30	$23,475,047	45,323	-3.7%	Shares	Other	2025-10-21
2025-06-30	$23,412,093	47,068	+4.4%	Shares	Other	2025-07-17
2025-03-31	$16,920,328	45,074	+3.7%	Shares	Other	2025-04-14
2024-12-31	$18,319,232	43,462	+4.6%	Shares	Other	2025-01-15
2024-09-30	$17,879,824	41,552	+6.9%	Shares	Other	2024-10-18
2024-06-30	$17,372,051	38,868	+8.9%	Shares	Other	2024-07-23
2024-03-31	$15,018,861	35,698	+38.5%	Shares	Other	2024-05-07
2023-12-31	$9,694,687	25,781	-7.7%	Shares	Sole	2024-02-06
2023-09-30	$8,814,792	27,917	+13.3%	Shares	Sole	2023-12-20
2023-06-30	$8,391,245	24,641	+1.3%	Shares	Sole	2023-12-20
2023-03-31	$7,014,049	24,329	-11.5%	Shares	Sole	2023-12-20
2022-12-31	$6,590,972	27,483	—	Shares	Other	2023-12-20
No filing history on record for this holder in this stock.