Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$17,917,269
+$272,376 QoQ
Shares Held
48,033
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#1,794
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HCR Wealth Advisors holds $44,512,537 across 6 Software - Infrastructure names. MSFT ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
71,870 | $24,509,107 | |
| 2 | MSFT |
Microsoft Corp
This page
|
48,033 | $17,917,269 | |
| 3 | ORCL |
Oracle Corp
|
6,518 | $955,212 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,639 | $774,572 | |
| 5 | SNPS |
Synopsys Inc
|
553 | $246,676 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,300 | $109,701 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,917,269 | 48,033 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $17,644,893 | 47,667 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $23,150,889 | 47,870 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $24,256,116 | 46,831 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $23,332,508 | 46,908 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $17,581,015 | 46,834 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $19,594,270 | 46,487 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $20,234,427 | 47,024 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $21,002,180 | 46,990 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $19,436,001 | 46,197 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,747,897 | 57,834 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $15,940,323 | 50,484 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $17,681,177 | 51,921 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $15,047,818 | 52,195 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,639,952 | 52,706 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,033,011 | 51,666 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,334,613 | 51,920 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,947,026 | 51,724 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $16,970,370 | 50,459 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,360,752 | 47,392 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $12,908,655 | 47,651 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,217,229 | 47,577 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,738,660 | 61,769 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $12,887,550 | 61,273 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,542,321 | 61,630 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $10,004,018 | 63,433 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||