Warren Street Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1703496 IRVINE, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,599,576

-$529,471 QoQ

Shares Held

6,969

-17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.48%

of 13F equity value

Holder Rank

#4,151

of 6,194 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Technology · as of Jun 30, 2026

Warren Street Wealth Advisors, LLC holds $4,100,262 across 5 Software - Infrastructure names. MSFT ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	6,969	$2,599,576
2	ORCL	Oracle Corp	5,130	$751,801
3	PLTR	Palantir Technologies Inc.	3,954	$461,313
4	FTNT	Fortinet, Inc.	1,369	$210,305
5	CRWD	CrowdStrike Holdings, Inc.	1,620	$77,267

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,599,576	6,969	-17.6%	Shares	Sole	2026-07-23
2026-03-31	$3,129,047	8,453	-0.3%	Shares	Sole	2026-04-16
2025-12-31	$4,098,679	8,475	-17.3%	Shares	Sole	2026-01-29
2025-09-30	$5,305,361	10,243	+3.5%	Shares	Sole	2025-10-17
2025-06-30	$4,924,856	9,901	+8.1%	Shares	Sole	2025-07-18
2025-03-31	$3,438,197	9,159	+2.6%	Shares	Sole	2025-04-10
2024-12-31	$3,761,887	8,925	+2.7%	Shares	Sole	2025-01-29
2024-09-30	$3,738,016	8,687	+4.8%	Shares	Sole	2024-10-18
2024-06-30	$3,704,321	8,288	-2.4%	Shares	Sole	2024-07-30
2024-03-31	$3,572,754	8,492	+25.5%	Shares	Sole	2024-04-30
2023-12-31	$2,544,662	6,767	+16.5%	Shares	Sole	2024-03-19
2023-09-30	$1,834,823	5,811	+7.5%	Shares	Sole	2023-10-19
2023-06-30	$1,840,278	5,404	+13.8%	Shares	Sole	2023-07-17
2023-03-31	$1,369,136	4,749	+19.7%	Shares	Sole	2023-04-28
2022-12-31	$951,605	3,968	-1.1%	Shares	Sole	2023-02-01
2022-09-30	$934,161	4,011	+11.0%	Shares	Sole	2022-10-19
2022-06-30	$927,926	3,613	+34.0%	Shares	Sole	2022-07-18
2022-03-31	$831,203	2,696	+47.2%	Shares	Sole	2022-05-04
2021-12-31	$616,138	1,832	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.