One Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1725297 SAN FRANCISCO, CA

Position in MSFT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,101,861

+$336,834 QoQ

Shares Held

16,358

+5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.60%

of 13F equity value

Holder Rank

#3,055

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

One Wealth Advisors, LLC holds $8,494,307 across 6 Software - Infrastructure names. MSFT ranks #1 (71.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	16,358	$6,101,861
2	ORCL	Oracle Corp	5,545	$812,619
3	TDC	Teradata Corp /De/	17,989	$623,318
4	PLTR	Palantir Technologies Inc.	3,725	$434,595
5	FTNT	Fortinet, Inc.	1,881	$288,959
6	CPAY	Corpay, Inc.	699	$232,955

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,101,861	16,358	+5.0%	Shares	Sole	2026-08-06
2026-03-31	$5,765,027	15,574	+1.5%	Shares	Sole	2026-04-21
2025-12-31	$7,418,730	15,340	-4.7%	Shares	Sole	2026-02-02
2025-09-30	$8,341,066	16,104	+4.2%	Shares	Sole	2025-11-03
2025-06-30	$7,686,476	15,453	+3.9%	Shares	Sole	2025-07-17
2025-03-31	$5,582,049	14,870	+11.0%	Shares	Sole	2025-05-06
2024-12-31	$5,644,728	13,392	-0.2%	Shares	Sole	2025-01-24
2024-09-30	$5,775,916	13,423	+0.3%	Shares	Sole	2024-10-16
2024-06-30	$5,982,425	13,385	+7.7%	Shares	Sole	2024-08-13
2024-03-31	$5,227,025	12,424	+9.4%	Shares	Sole	2024-04-15
2023-12-31	$4,269,182	11,353	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$3,573,974	11,319	-0.0%	Shares	Sole	2023-11-01
2023-06-30	$3,854,912	11,320	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$3,268,168	11,336	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$2,711,165	11,305	-10.8%	Shares	Sole	2023-02-14
2022-09-30	$2,951,541	12,673	+38.4%	Shares	Sole	2022-11-14
2022-06-30	$2,351,278	9,155	-1.0%	Shares	Sole	2022-08-15
2022-03-31	$2,851,250	9,248	+19.7%	Shares	Sole	2022-05-16
2021-12-31	$2,599,080	7,728	+1.8%	Shares	Sole	2022-02-14
2021-09-30	$2,140,336	7,592	+33.9%	Shares	Sole	2021-11-15
2021-06-30	$1,536,544	5,672	+15.2%	Shares	Sole	2021-08-16
2021-03-31	$1,161,167	4,925	+23.2%	Shares	Sole	2021-05-17
2020-12-31	$889,012	3,997	-12.8%	Shares	Sole	2021-02-16
2020-09-30	$964,152	4,584	+50.3%	Shares	Sole	2020-11-16
2020-06-30	$620,705	3,050	+112.0%	Shares	Sole	2020-08-14
2020-03-31	$226,944	1,439	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.