BlueSky Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1704107 New Bern, NC

Position in MSFT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$948,216

-$324,058 QoQ

Shares Held

2,542

-26.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#5,257

of 6,179 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BlueSky Wealth Advisors, LLC holds $1,767,472 across 3 Software - Infrastructure names. MSFT ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	2,542	$948,216
2	ORCL	Oracle Corp	3,764	$551,614
3	SNPS	Synopsys Inc	600	$267,642

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$948,216	2,542	-26.0%	Shares	Sole	2026-07-28
2026-03-31	$1,272,274	3,437	+67.3%	Shares	Sole	2026-04-16
2025-12-31	$993,355	2,054	-3.5%	Shares	Sole	2026-01-26
2025-09-30	$1,102,197	2,128	+29.9%	Shares	Sole	2025-10-14
2025-06-30	$814,757	1,638	-31.6%	Shares	Sole	2025-07-14
2025-03-31	$898,308	2,393	0.0%	Shares	Sole	2025-04-21
2024-12-31	$1,008,649	2,393	+2.6%	Shares	Sole	2025-01-16
2024-09-30	$1,003,459	2,332	-0.5%	Shares	Sole	2024-10-11
2024-06-30	$1,047,203	2,343	+11.4%	Shares	Sole	2024-07-17
2023-12-31	$790,812	2,103	-14.0%	Shares	Sole	2024-02-12
2023-09-30	$772,324	2,446	+8.4%	Shares	Sole	2023-10-18
2023-06-30	$768,258	2,256	-6.7%	Shares	Sole	2023-07-27
2023-03-31	$696,821	2,417	-2.3%	Shares	Sole	2023-05-10
2022-12-31	$593,554	2,475	+5.0%	Shares	Sole	2023-02-01
2022-09-30	$549,178	2,358	+39.5%	Shares	Sole	2022-11-03
2022-06-30	$434,042	1,690	-4.0%	Shares	Sole	2022-08-02
2022-03-31	$542,625	1,760	+16.5%	Shares	Sole	2022-04-26
2021-12-31	$508,179	1,511	0.0%	Shares	Sole	2022-01-25
2021-09-30	$425,981	1,511	+5.2%	Shares	Sole	2021-10-15
2021-06-30	$389,012	1,436	+72.8%	Shares	Sole	2021-07-27
2021-03-31	$195,924	831	-18.4%	Shares	Sole	2021-04-23
2020-06-30	$207,376	1,019	—	Shares	Sole	2020-07-14
No filing history on record for this holder in this stock.