Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,693,031
-$172,682 QoQ
Shares Held
15,262
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.34%
of 13F equity value
Holder Rank
#3,154
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, 2026Physician Wealth Advisors, Inc. holds $6,753,607 across 70 Software - Infrastructure names. MSFT ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
15,262 | $5,693,031 | |
| 2 | ORCL |
Oracle Corp
|
2,070 | $303,358 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,476 | $172,204 | |
| 4 | PANW |
Palo Alto Networks Inc
|
392 | $133,679 | |
| 5 | VRSN |
Verisign Inc/Ca
|
266 | $66,914 | |
| 6 | FTNT |
Fortinet, Inc.
|
314 | $48,236 | |
| 7 | NET |
Cloudflare, Inc.
|
191 | $46,848 | |
| 8 | CRWV |
CoreWeave, Inc.
|
469 | $46,684 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,693,031 | 15,262 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,865,713 | 15,846 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,899,322 | 14,266 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,252,140 | 17,863 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,170,954 | 16,427 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,099,712 | 16,249 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $6,890,260 | 16,347 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,833,164 | 15,880 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,048,848 | 15,771 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,599,834 | 15,687 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,723,328 | 15,220 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,365,875 | 13,827 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,713,073 | 13,840 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $3,986,324 | 13,827 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,319,828 | 13,843 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,301,590 | 14,176 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $3,640,822 | 14,176 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,357,653 | 14,134 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,717,560 | 14,027 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $3,943,496 | 13,988 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,704,828 | 13,676 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $3,218,260 | 13,650 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $3,035,810 | 13,649 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $2,765,629 | 13,149 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,771,399 | 13,618 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,138,863 | 13,562 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||