Fermata Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1859259 SONOMA, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,807,348

-$296,527 QoQ

Shares Held

7,526

-10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.71%

of 13F equity value

Holder Rank

#4,066

of 6,194 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Fermata Advisors, LLC holds $3,274,235 across 3 Software - Infrastructure names. MSFT ranks #1 (85.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	7,526	$2,807,348
2	PATH	UiPath, Inc.	30,350	$329,904
3	CRWD	CrowdStrike Holdings, Inc.	2,872	$136,983

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,807,348	7,526	-10.2%	Shares	Sole	2026-07-07
2026-03-31	$3,103,875	8,385	+31.1%	Shares	Sole	2026-04-08
2025-12-31	$3,092,266	6,394	-1.4%	Shares	Sole	2026-01-08
2025-09-30	$3,357,351	6,482	-17.4%	Shares	Sole	2025-10-09
2025-06-30	$3,901,186	7,843	-32.4%	Shares	Sole	2025-07-09
2025-03-31	$4,353,773	11,598	+0.7%	Shares	Sole	2025-04-10
2024-12-31	$4,853,572	11,515	+2.6%	Shares	Sole	2025-01-15
2024-09-30	$4,830,547	11,226	+4.7%	Shares	Sole	2024-10-09
2024-06-30	$4,790,410	10,718	+0.3%	Shares	Sole	2024-07-12
2024-03-31	$4,497,496	10,690	-4.5%	Shares	Sole	2024-04-12
2023-12-31	$4,210,519	11,197	-4.4%	Shares	Sole	2024-01-19
2023-09-30	$3,699,958	11,718	+573.4%	Shares	Sole	2023-11-07
2023-06-30	$592,539	1,740	-77.2%	Shares	Sole	2023-07-24
2023-03-31	$2,195,404	7,615	-12.8%	Shares	Sole	2023-04-13
2022-12-31	$2,093,148	8,728	+11.3%	Shares	Sole	2023-02-13
2022-09-30	$1,825,936	7,840	-8.0%	Shares	Sole	2022-11-14
2022-06-30	$2,188,705	8,522	+58.5%	Shares	Sole	2022-08-09
2022-03-31	$1,657,474	5,376	-12.4%	Shares	Sole	2022-04-22
2021-12-31	$2,062,986	6,134	+6.6%	Shares	Sole	2022-02-02
2021-09-30	$1,622,449	5,755	+25.8%	Shares	Sole	2021-10-29
2021-06-30	$1,238,825	4,573	+80.0%	Shares	Sole	2021-08-10
2021-03-31	$598,855	2,540	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.