Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,263,405
+$531,978 QoQ
Shares Held
32,876
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.30%
of 13F equity value
Holder Rank
#2,212
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, 2026TRUE Private Wealth Advisors holds $17,765,601 across 7 Software - Infrastructure names. MSFT ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
32,876 | $12,263,405 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,586 | $2,245,957 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,955 | $2,143,767 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,256 | $379,877 | |
| 5 | ORCL |
Oracle Corp
|
1,968 | $288,410 | |
| 6 | ZS |
Zscaler, Inc.
|
1,825 | $257,598 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,912 | $186,587 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,263,405 | 32,876 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,731,427 | 31,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,577,400 | 32,210 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,797,118 | 32,430 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,285,700 | 32,741 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,923,551 | 34,427 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,636,166 | 34,724 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,251,983 | 35,445 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,457,968 | 43,535 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $18,403,134 | 43,742 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $18,590,665 | 49,438 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $15,797,288 | 50,031 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,834,254 | 49,434 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,387,435 | 53,373 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,951,239 | 54,004 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,373,511 | 53,128 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $13,504,635 | 52,582 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $16,050,001 | 52,058 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $17,174,180 | 51,065 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,164,224 | 50,242 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $14,413,234 | 53,205 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,584,223 | 53,375 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $10,862,770 | 48,839 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $10,213,624 | 48,560 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $8,829,688 | 43,387 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $6,716,238 | 42,586 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||