Opal Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1844201 JERICHO, NY

Position in MSFT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,337,409

+$44,007 QoQ

Shares Held

8,947

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.92%

of 13F equity value

Holder Rank

#3,858

of 6,179 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $4,495,503 across 3 Software - Infrastructure names. MSFT ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	8,947	$3,337,409
2	ORCL	Oracle Corp	4,377	$641,449
3	PANW	Palo Alto Networks Inc	1,515	$516,645

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,337,409	8,947	+0.6%	Shares	Sole	2026-07-20
2026-03-31	$3,293,402	8,897	-5.3%	Shares	Sole	2026-04-14
2025-12-31	$4,543,609	9,395	-3.6%	Shares	Sole	2026-01-26
2025-09-30	$5,048,458	9,747	-3.0%	Shares	Sole	2025-10-24
2025-06-30	$4,995,986	10,044	+10.0%	Shares	Sole	2025-07-14
2025-03-31	$3,427,686	9,131	-7.9%	Shares	Sole	2025-04-16
2024-12-31	$4,180,015	9,917	+7.6%	Shares	Sole	2025-01-29
2024-09-30	$3,964,784	9,214	-2.0%	Shares	Sole	2024-10-15
2024-06-30	$4,202,223	9,402	-7.6%	Shares	Sole	2024-07-12
2024-03-31	$4,282,508	10,179	-6.4%	Shares	Sole	2024-04-11
2023-12-31	$4,089,058	10,874	-9.1%	Shares	Sole	2024-01-22
2023-09-30	$3,776,685	11,961	+13.8%	Shares	Sole	2023-10-18
2023-06-30	$3,578,734	10,509	+19.6%	Shares	Sole	2023-07-27
2023-03-31	$2,534,157	8,790	+2.9%	Shares	Sole	2023-04-19
2022-12-31	$2,049,261	8,545	+1.2%	Shares	Sole	2023-02-03
2022-09-30	$1,965,676	8,440	+1.2%	Shares	Sole	2022-10-17
2022-06-30	$2,142,732	8,343	+3.7%	Shares	Sole	2022-08-10
2022-03-31	$2,479,429	8,042	-9.5%	Shares	Sole	2022-05-09
2021-12-31	$2,988,875	8,887	+42.6%	Shares	Sole	2022-01-31
2021-09-30	$1,756,643	6,231	-16.1%	Shares	Sole	2021-11-05
2021-06-30	$2,012,516	7,429	+11.2%	Shares	Sole	2021-08-02
2021-03-31	$1,574,472	6,678	+9.5%	Shares	Sole	2021-04-29
2020-12-31	$1,356,539	6,099	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.