Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,972,796
-$1,945,880 QoQ
Shares Held
16,012
-25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#3,077
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evolution Wealth Advisors, LLC holds $14,060,749 across 7 Software - Infrastructure names. MSFT ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
56,552 | $6,597,921 | |
| 2 | MSFT |
Microsoft Corp
This page
|
16,012 | $5,972,796 | |
| 3 | CRWV |
CoreWeave, Inc.
|
3,980 | $396,169 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,816 | $346,465 | |
| 5 | ORCL |
Oracle Corp
|
2,243 | $328,711 | |
| 6 | PANW |
Palo Alto Networks Inc
|
909 | $309,987 | |
| 7 | PATH |
UiPath, Inc.
|
10,000 | $108,700 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,972,796 | 16,012 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,918,676 | 21,392 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,070,776 | 18,756 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9,603,828 | 18,542 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,141,400 | 18,378 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,767,155 | 18,027 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,821,538 | 11,439 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,003,080 | 9,303 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,704,148 | 10,525 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,749,456 | 8,912 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,245,601 | 8,631 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,670,297 | 8,457 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,879,946 | 8,457 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,979,179 | 6,865 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,314,693 | 5,482 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,153,786 | 4,954 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,128,350 | 8,287 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,561,747 | 8,309 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,628,004 | 7,814 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,191,082 | 7,772 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,029,311 | 7,491 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,427,487 | 10,296 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,291,370 | 10,302 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,851,023 | 13,555 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $2,447,207 | 12,025 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,396,522 | 8,855 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||