Position in MSFT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$35,346,784
+$1,878,837 QoQ
Shares Held
95,488
+38.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $75,284,138 across 97 Software - Infrastructure names. MSFT ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
95,488 | $35,346,784 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
135,699 | $19,850,044 | |
| 3 | PANW |
Palo Alto Networks Inc
|
36,503 | $5,852,155 | |
| 4 | ORCL |
Oracle Corp
|
24,375 | $3,585,796 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
16,472 | $1,607,701 | |
| 6 | IIIV |
i3 Verticals, Inc.
|
47,626 | $1,064,915 | |
| 7 | NET |
Cloudflare, Inc.
|
4,186 | $863,732 | |
| 8 | FTNT |
Fortinet, Inc.
|
10,129 | $827,734 |
All Filings in MSFT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,346,784 | 95,488 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $33,467,947 | 69,203 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34,527,062 | 66,661 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,242,609 | 64,821 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,219,746 | 61,855 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,716,335 | 58,639 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,355,819 | 54,278 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $24,250,609 | 54,258 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,370,047 | 50,794 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $17,403,879 | 46,282 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,845,004 | 43,848 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $14,699,406 | 43,165 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,105,488 | 35,052 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,902,544 | 32,952 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,866,662 | 33,777 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,884,163 | 30,698 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,525,694 | 27,653 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $7,069,444 | 21,020 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||