ATTICUS WEALTH MANAGEMENT, LLC

Position in MSFT — Microsoft Corp

CIK 1800234 Palm Beach Gardens, FL

Position in MSFT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,560,609

+$67,287 QoQ

Shares Held

14,907

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

#3,200

of 6,215 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ATTICUS WEALTH MANAGEMENT, LLC holds $10,520,352 across 5 Software - Infrastructure names. MSFT ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	14,907	$5,560,609
2	PLTR	Palantir Technologies Inc.	17,856	$2,083,259
3	FTNT	Fortinet, Inc.	7,955	$1,222,047
4	PANW	Palo Alto Networks Inc	2,536	$864,826
5	ORCL	Oracle Corp	5,388	$789,611

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,560,609	14,907	+0.5%	Shares	Sole	2026-07-15
2026-03-31	$5,493,322	14,840	-7.7%	Shares	Sole	2026-04-28
2025-12-31	$7,776,125	16,079	-2.6%	Shares	Sole	2026-02-09
2025-09-30	$8,546,692	16,501	+3.8%	Shares	Sole	2025-11-07
2025-06-30	$7,906,331	15,895	+6.2%	Shares	Sole	2025-07-10
2025-03-31	$5,616,209	14,961	-5.3%	Shares	Sole	2025-04-22
2024-12-31	$6,656,328	15,792	+0.0%	Shares	Sole	2025-01-22
2024-09-30	$6,793,576	15,788	+0.4%	Shares	Sole	2024-10-15
2024-06-30	$7,029,182	15,727	-4.7%	Shares	Sole	2024-07-17
2024-03-31	$6,944,825	16,507	-1.0%	Shares	Sole	2024-04-17
2023-12-31	$6,268,586	16,670	+0.8%	Shares	Sole	2024-01-17
2023-09-30	$5,220,610	16,534	-0.2%	Shares	Sole	2023-11-16
2023-06-30	$5,639,342	16,560	-2.0%	Shares	Sole	2023-07-21
2023-03-31	$4,873,999	16,906	-15.6%	Shares	Sole	2023-04-17
2022-12-31	$4,805,992	20,040	-3.4%	Shares	Sole	2023-01-31
2022-09-30	$4,831,743	20,746	0.0%	Shares	Sole	2022-10-18
2022-06-30	$5,328,195	20,746	+4.8%	Shares	Sole	2022-07-13
2022-03-31	$6,102,996	19,795	+12.8%	Shares	Sole	2022-04-15
2021-12-31	$5,904,433	17,556	+3.6%	Shares	Sole	2022-01-26
2021-09-30	$4,778,262	16,949	-3.9%	Shares	Sole	2021-11-09
2021-06-30	$4,775,696	17,629	-4.8%	Shares	Sole	2021-07-21
2021-03-31	$4,366,696	18,521	-3.7%	Shares	Sole	2021-04-15
2020-12-31	$4,276,024	19,225	-8.4%	Shares	Sole	2021-01-20
2020-09-30	$4,413,354	20,983	+1.3%	Shares	Sole	2020-10-21
2020-06-30	$4,216,320	20,718	+4.9%	Shares	Sole	2020-07-15
2020-03-31	$3,115,087	19,752	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.