Position in MSFT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$8,098,637
+$539,766 QoQ
Shares Held
21,711
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#2,675
of 6,215 holders
Holding Since
Dec 2020
23 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, 2026Octavia Wealth Advisors, LLC holds $12,231,487 across 6 Software - Infrastructure names. MSFT ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
21,711 | $8,098,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,878 | $2,552,506 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,018 | $688,178 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,756 | $369,932 | |
| 5 | ORCL |
Oracle Corp
|
2,071 | $303,505 | |
| 6 | OKTA |
Okta, Inc.
|
1,603 | $218,729 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,098,637 | 21,711 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,558,871 | 20,420 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $9,226,985 | 19,079 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,171,663 | 21,569 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,972,573 | 20,049 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,866,672 | 20,956 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,341,283 | 22,162 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,688,634 | 22,516 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,339,741 | 23,134 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,930,202 | 21,226 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,001,379 | 21,278 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,826,830 | 21,621 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,901,043 | 20,265 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,966,656 | 20,696 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,976,025 | 20,749 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,838,963 | 20,777 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,355,932 | 20,854 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,361,360 | 20,633 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $6,901,959 | 20,522 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $5,573,840 | 19,771 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,341,877 | 19,719 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,429,646 | 18,788 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,408,364 | 15,324 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||