Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$31,704,088
-$7,195,966 QoQ
Shares Held
84,993
-19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
#67
of 601 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $47,129,876 across 12 Software - Infrastructure names. MSFT ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
84,993 | $31,704,088 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,532 | $5,296,722 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
36,199 | $4,223,337 | |
| 4 | ORCL |
Oracle Corp
|
13,062 | $1,914,236 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,794 | $1,105,408 | |
| 6 | NET |
Cloudflare, Inc.
|
3,582 | $878,592 | |
| 7 | TOST |
Toast, Inc.
|
28,910 | $804,276 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,423 | $372,221 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,704,088 | 84,993 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $38,900,054 | 105,087 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $50,765,107 | 104,969 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $49,723,717 | 96,001 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $47,534,986 | 95,565 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $34,487,830 | 91,872 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $39,475,161 | 93,654 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $40,852,682 | 94,940 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $42,357,898 | 94,771 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $37,530,748 | 89,206 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $24,300,456 | 64,622 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,689,518 | 65,525 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $22,026,467 | 64,681 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $18,439,091 | 63,958 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $15,351,597 | 64,013 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,042,472 | 60,294 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,247,901 | 55,476 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,507,842 | 53,543 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $18,695,356 | 55,588 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,918,864 | 60,013 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,419,249 | 60,610 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,911,708 | 54,764 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,439,060 | 46,934 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,857,627 | 42,113 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $8,293,236 | 40,751 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $6,345,934 | 40,238 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||