Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,625,621
+$15,012 QoQ
Shares Held
4,358
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#4,741
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, 2026Pacific Capital Wealth Advisors, Inc. holds $5,912,880 across 3 Software - Infrastructure names. MSFT ranks #3 (27.5% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,625,621 | 4,358 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,610,609 | 4,351 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,984,776 | 4,104 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,242,205 | 4,329 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,246,303 | 4,516 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,363,830 | 6,297 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,653,342 | 6,295 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,742,301 | 6,373 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,784,498 | 6,230 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,194,054 | 5,215 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,948,639 | 5,182 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,645,373 | 5,211 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,774,553 | 5,211 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,502,331 | 5,211 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,267,688 | 5,286 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,581,623 | 6,791 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,511,187 | 5,884 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,664,874 | 5,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,722,631 | 5,122 | Shares | Sole | 2022-03-08 | |
| 2021-09-30 | $1,431,025 | 5,076 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $1,353,687 | 4,997 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,307,816 | 5,547 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,242,660 | 5,587 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,109,070 | 5,273 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,120,526 | 5,506 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $884,122 | 5,606 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||