Alta Wealth Advisors LLC

Position in MSFT — Microsoft Corp

CIK 1843826 Woburn, MA

Position in MSFT

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

Position Value

$4,196,101

-$75,290 QoQ

Shares Held

11,249

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#3,586

of 6,194 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Alta Wealth Advisors LLC holds $5,957,813 across 5 Software - Infrastructure names. MSFT ranks #1 (70.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	11,249	$4,196,101
2	ORCL	Oracle Corp	5,959	$873,291
3	GCT	GigaCloud Technology Inc	14,770	$466,732
4	PLTR	Palantir Technologies Inc.	2,579	$300,891
5	PATH	UiPath, Inc.	11,113	$120,798

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,196,101	11,249	-2.5%	Shares	Sole	2026-07-30
2026-03-31	$4,271,391	11,539	-4.9%	Shares	Sole	2026-05-05
2025-12-31	$5,867,277	12,132	+8.7%	Shares	Sole	2026-02-03
2025-09-30	$5,780,322	11,160	-1.8%	Shares	Sole	2025-11-03
2025-06-30	$5,652,069	11,363	+4.3%	Shares	Sole	2025-07-22
2025-03-31	$4,089,874	10,895	+0.7%	Shares	Sole	2025-04-24
2024-12-31	$4,561,051	10,821	+3.6%	Shares	Sole	2025-01-23
2024-09-30	$4,494,913	10,446	+7.1%	Shares	Sole	2024-10-18
2024-06-30	$4,359,550	9,754	+1.2%	Shares	Sole	2024-07-24
2024-03-31	$4,053,216	9,634	+1.2%	Shares	Sole	2024-05-01
2023-12-31	$3,581,028	9,523	+1.7%	Shares	Sole	2024-02-12
2023-09-30	$2,956,998	9,365	+15.5%	Shares	Sole	2023-10-19
2023-06-30	$2,760,417	8,106	+9.7%	Shares	Sole	2023-07-17
2023-03-31	$2,130,537	7,390	-1.3%	Shares	Sole	2023-04-21
2022-12-31	$1,794,812	7,484	-51.3%	Shares	Sole	2023-01-20
2022-09-30	$3,577,344	15,360	-0.2%	Shares	Sole	2022-10-17
2022-06-30	$3,951,586	15,386	-3.4%	Shares	Sole	2022-07-28
2022-03-31	$4,908,603	15,921	-0.9%	Shares	Sole	2022-04-27
2021-12-31	$5,400,962	16,059	+3.1%	Shares	Sole	2022-02-14
2021-09-30	$4,392,877	15,582	-0.2%	Shares	Sole	2021-10-13
2021-06-30	$4,231,728	15,621	-1.1%	Shares	Sole	2021-08-02
2021-03-31	$3,722,100	15,787	+1.0%	Shares	Sole	2021-04-20
2020-12-31	$3,477,536	15,635	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.