Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,128,052
+$2,162,506 QoQ
Shares Held
139,746
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#1,028
of 6,179 holders
Holding Since
Jun 2022
17 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, 2026WCG Wealth Advisors LLC holds $120,019,854 across 8 Software - Infrastructure names. MSFT ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
139,746 | $52,128,052 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
85,776 | $16,364,774 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
130,426 | $15,216,801 | |
| 4 | ORCL |
Oracle Corp
|
96,889 | $14,199,082 | |
| 5 | PANW |
Palo Alto Networks Inc
|
23,504 | $8,015,334 | |
| 6 | FTNT |
Fortinet, Inc.
|
37,203 | $5,715,124 | |
| 7 | CRWV |
CoreWeave, Inc.
|
48,655 | $4,843,118 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
26,916 | $3,537,569 |
All Filings in MSFT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,128,052 | 139,746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,965,546 | 134,980 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $60,232,452 | 124,545 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,277,931 | 66,180 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,832,335 | 68,017 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,087,728 | 69,495 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,456,966 | 74,631 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $31,657,601 | 73,571 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $32,141,515 | 71,913 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $28,510,090 | 67,765 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $34,942,012 | 92,921 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $31,305,033 | 99,145 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,741,802 | 46,226 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,213,829 | 42,365 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,261,657 | 42,789 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,867,434 | 38,074 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $786,969 | 3,379 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $31,241,828 | 121,644 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||