Schneider Downs Wealth Management Advisors, LP

Position in MSFT — Microsoft Corp

CIK 1665359 Pittsburgh, PA

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Position in MSFT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$9,488,882

+$4,785,132 QoQ

Shares Held

25,438

+100.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.99%

of 13F equity value

Holder Rank

#2,487

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, 2026

Schneider Downs Wealth Management Advisors, LP holds $11,442,617 across 3 Software - Infrastructure names. MSFT ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	25,438	$9,488,882
2	RELY	Remitly Global, Inc.	62,848	$1,408,423
3	ORCL	Oracle Corp	3,721	$545,312

All Filings in MSFT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,488,882	25,438	+100.2%	Shares	Sole	2026-08-05
2026-03-31	$4,703,750	12,707	-4.6%	Shares	Sole	2026-05-15
2025-12-31	$6,438,916	13,314	+23.8%	Shares	Sole	2026-02-12
2025-09-30	$5,570,034	10,754	-51.7%	Shares	Sole	2025-11-17
2025-06-30	$11,067,869	22,251	-2.8%	Shares	Sole	2025-07-31
2025-03-31	$8,594,178	22,894	-1.2%	Shares	Sole	2025-05-13
2024-12-31	$9,770,370	23,180	-0.7%	Shares	Sole	2025-02-05
2024-09-30	$10,048,795	23,353	-0.8%	Shares	Sole	2024-11-06
2024-06-30	$10,517,627	23,532	-1.4%	Shares	Sole	2024-08-07
2024-03-31	$10,037,117	23,857	+24.1%	Shares	Sole	2024-05-08
2023-12-31	$7,229,745	19,226	+0.3%	Shares	Sole	2024-02-09
2023-09-30	$6,053,559	19,172	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$6,499,546	19,086	-0.6%	Shares	Sole	2023-07-31
2023-03-31	$5,534,206	19,196	-0.2%	Shares	Sole	2023-05-04
2022-12-31	$4,614,616	19,242	-19.0%	Shares	Sole	2023-02-01
2022-09-30	$5,532,306	23,754	-11.3%	Shares	Sole	2022-10-26
2022-06-30	$6,880,218	26,789	+2.1%	Shares	Sole	2022-07-13
2022-03-31	$8,092,520	26,248	+3.8%	Shares	Sole	2022-05-02
2021-12-31	$8,504,523	25,287	-0.2%	Shares	Sole	2022-01-31
2021-09-30	$7,141,315	25,331	+8.8%	Shares	Sole	2021-10-14
2021-06-30	$6,309,802	23,292	-1.1%	Shares	Sole	2021-07-20
2021-03-31	$5,552,855	23,552	+11.7%	Shares	Sole	2021-04-26
2020-12-31	$4,688,168	21,078	-2.4%	Shares	Sole	2021-01-21
2020-09-30	$4,541,235	21,591	+0.9%	Shares	Sole	2020-10-14
2020-06-30	$4,354,706	21,398	+0.9%	Shares	Sole	2020-07-15
2020-03-31	$3,343,452	21,200	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.