Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,423,404
-$899,298 QoQ
Shares Held
17,220
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#2,975
of 6,189 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RBA Wealth Management, LLC holds $11,033,091 across 2 Software - Infrastructure names. MSFT ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
17,220 | $6,423,404 | |
| 2 | SNPS |
Synopsys Inc
|
10,334 | $4,609,687 |
All Filings in MSFT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,423,404 | 17,220 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,322,702 | 19,782 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,590,184 | 19,830 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,330,512 | 19,945 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,033,257 | 20,171 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,744,671 | 20,631 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,607,030 | 20,420 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,823,301 | 20,505 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $9,034,200 | 20,213 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,667,673 | 20,602 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,377,528 | 19,619 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,258,165 | 19,820 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,758,356 | 19,846 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,767,729 | 20,006 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,472,403 | 18,649 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,320,993 | 18,553 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $4,742,879 | 18,467 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $5,407,449 | 17,539 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,715,758 | 16,995 | Shares | Sole | 2022-02-02 | |
| 2021-03-31 | $3,560,362 | 15,101 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,348,755 | 15,056 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,122,348 | 14,845 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,162,952 | 15,542 | Shares | Sole | 2020-09-29 | |
| 2020-03-31 | $2,585,182 | 16,392 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||