Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$40,047,054
+$23,904 QoQ
Shares Held
107,359
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.39%
of 13F equity value
Holder Rank
#1,177
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $74,760,395 across 18 Software - Infrastructure names. MSFT ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
107,359 | $40,047,054 | |
| 2 | TWLO |
Twilio Inc
|
50,259 | $10,369,939 | |
| 3 | PATH |
UiPath, Inc.
|
520,891 | $5,662,085 | |
| 4 | CRWV |
CoreWeave, Inc.
|
33,137 | $3,298,456 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,365 | $2,852,632 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
54,932 | $2,620,050 | |
| 7 | ORCL |
Oracle Corp
|
17,416 | $2,552,314 | |
| 8 | ZS |
Zscaler, Inc.
|
10,539 | $1,487,579 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,047,054 | 107,359 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $40,023,150 | 108,121 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $52,242,083 | 108,023 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $56,215,703 | 108,535 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $52,657,314 | 105,863 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $41,942,324 | 111,730 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $46,088,917 | 109,345 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $47,276,200 | 109,868 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $49,389,315 | 110,503 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $47,138,310 | 112,042 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $42,140,922 | 112,065 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $35,972,450 | 113,927 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $38,781,376 | 113,882 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $32,978,348 | 114,389 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $27,493,684 | 114,643 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $26,696,162 | 114,625 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $29,795,618 | 116,013 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $35,408,786 | 114,848 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $38,749,108 | 115,215 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $32,542,589 | 115,432 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $31,346,922 | 115,714 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $27,574,951 | 116,957 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $26,786,485 | 120,432 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $23,298,254 | 110,770 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $21,942,448 | 107,820 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $17,530,097 | 111,154 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||