Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,662,803
+$2,181,013 QoQ
Shares Held
44,670
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#1,882
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $23,414,851 across 7 Software - Infrastructure names. MSFT ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
44,670 | $16,662,803 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,678 | $2,959,371 | |
| 3 | ORCL |
Oracle Corp
|
11,333 | $1,660,851 | |
| 4 | SNPS |
Synopsys Inc
|
1,330 | $593,273 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,957 | $578,333 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,020 | $576,170 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,500 | $384,050 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,662,803 | 44,670 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $14,481,790 | 39,122 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,428,108 | 42,240 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,227,824 | 42,915 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $21,029,997 | 42,279 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $15,930,050 | 42,436 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $17,016,798 | 40,372 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $17,980,946 | 41,787 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $18,429,536 | 41,234 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $18,409,865 | 43,758 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $16,642,026 | 44,256 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $13,840,585 | 43,834 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $15,526,580 | 45,594 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $13,191,743 | 45,757 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $10,783,985 | 44,967 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,597,109 | 41,207 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,778,897 | 41,969 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $9,345,182 | 30,311 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $9,655,409 | 28,709 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,608,455 | 26,988 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,472,776 | 27,585 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,702,469 | 28,428 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $6,281,584 | 28,242 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,463,111 | 25,974 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $5,477,878 | 26,917 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,308,164 | 27,317 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||