Opes Wealth Management LLC

Position in MSFT — Microsoft Corp

CIK 1766918 MENLO PARK, CA

Back to MSFT Full portfolio

Position in MSFT

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$3,869,016

-$1,202,706 QoQ

Shares Held

10,452

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$666,306

PutShares

1,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

Opes Wealth Management LLC holds $5,280,024 across 5 Software - Infrastructure names. MSFT ranks #1 (73.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,452	$3,869,016
2	AKAM	Akamai Technologies Inc	4,434	$509,244
3	PLTR	Palantir Technologies Inc.	2,921	$427,283
4	OKTA	Okta, Inc.	3,072	$241,797
5	CRWD	CrowdStrike Holdings, Inc.	2,384	$232,684

All Filings in MSFT

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,869,016	10,452	-0.3%	Shares	Sole	2026-04-29
2026-03-31	$666,306	1,800	0.0%	Put	Sole	2026-04-29
2025-12-31	$870,516	1,800	—	Put	Sole	2026-02-02
2025-12-31	$5,071,722	10,487	-7.6%	Shares	Sole	2026-02-02
2025-09-30	$5,876,660	11,346	+1.1%	Shares	Sole	2025-11-24
2025-06-30	$5,583,924	11,226	-3.2%	Shares	Sole	2025-07-31
2025-03-31	$4,355,274	11,602	+1.5%	Shares	Sole	2025-05-06
2024-12-31	$4,817,323	11,429	+33.2%	Shares	Sole	2025-01-30
2024-09-30	$3,691,113	8,578	-1.4%	Shares	Sole	2024-10-29
2024-06-30	$3,888,018	8,699	+5.7%	Shares	Sole	2024-08-05
2024-03-31	$3,463,787	8,233	+0.2%	Shares	Sole	2024-05-03
2023-12-31	$3,089,920	8,217	-1.6%	Shares	Sole	2024-01-31
2023-09-30	$2,636,196	8,349	+1.2%	Shares	Sole	2023-11-03
2023-06-30	$2,810,817	8,254	+8.3%	Shares	Sole	2023-08-03
2023-03-31	$2,197,710	7,623	+7.7%	Shares	Sole	2023-05-02
2022-12-31	$1,697,925	7,080	-11.1%	Shares	Sole	2023-01-31
2022-09-30	$1,854,116	7,961	+1.0%	Shares	Sole	2022-11-01
2022-06-30	$2,024,847	7,884	-0.3%	Shares	Sole	2022-08-10
2022-03-31	$2,437,807	7,907	-16.6%	Shares	Sole	2022-05-05
2021-12-31	$3,187,977	9,479	+21.8%	Shares	Sole	2022-01-31
2021-09-30	$2,193,337	7,780	+93.3%	Shares	Sole	2021-10-29
2021-06-30	$1,090,101	4,024	-1.7%	Shares	Sole	2021-08-03
2021-03-31	$965,478	4,095	+3.4%	Shares	Sole	2021-05-10
2020-12-31	$881,228	3,962	-17.1%	Shares	Sole	2021-01-29
2020-09-30	$1,005,587	4,781	+9.1%	Shares	Sole	2020-11-09
2020-06-30	$891,984	4,383	+77.2%	Shares	Sole	2020-08-11
2020-03-31	$390,174	2,474	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.