Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,000,066
-$29,376 QoQ
Shares Held
2,681
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#5,213
of 6,179 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, 2026West Financial Advisors, LLC holds $1,379,084 across 8 Software - Infrastructure names. MSFT ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,681 | $1,000,066 | |
| 2 | ORCL |
Oracle Corp
|
2,289 | $335,452 | |
| 3 | NTAP |
NetApp, Inc.
|
237 | $36,678 | |
| 4 | ARQQ |
Arqit Quantum Inc.
|
100 | $2,972 | |
| 5 | FTNT |
Fortinet, Inc.
|
14 | $2,150 | |
| 6 | NET |
Cloudflare, Inc.
|
7 | $1,716 | |
| 7 | S |
SentinelOne, Inc.
|
3 | $50 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
0 | $0 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,066 | 2,681 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,029,442 | 2,781 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,368,160 | 2,829 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,845,973 | 3,564 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,761,328 | 3,541 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,327,754 | 3,537 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,490,845 | 3,537 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $810,254 | 1,883 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $742,383 | 1,661 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $705,968 | 1,678 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $618,209 | 1,644 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $525,408 | 1,664 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $562,572 | 1,652 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $449,171 | 1,558 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $373,639 | 1,558 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $589,935 | 2,533 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $654,916 | 2,550 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $786,190 | 2,550 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $859,297 | 2,555 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $720,305 | 2,555 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $665,059 | 2,455 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $581,173 | 2,465 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $548,265 | 2,465 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||