Herold Advisors, Inc.

Position in MSFT — Microsoft Corp

CIK 1891713 New York, NY

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$13,923,717

+$362,169 QoQ

Shares Held

37,327

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.17%

of 13F equity value

Holder Rank

#2,075

of 6,194 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Herold Advisors, Inc. holds $15,751,616 across 5 Software - Infrastructure names. MSFT ranks #1 (88.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	37,327	$13,923,717
2	ORCL	Oracle Corp	5,301	$776,861
3	NET	Cloudflare, Inc.	1,520	$372,825
4	PANW	Palo Alto Networks Inc	1,050	$358,071
5	PLTR	Palantir Technologies Inc.	2,744	$320,142

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,923,717	37,327	+1.9%	Shares	Sole	2026-07-22
2026-03-31	$13,561,548	36,636	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$17,554,438	36,298	+3.5%	Shares	Sole	2026-02-17
2025-09-30	$18,171,757	35,084	+7.8%	Shares	Sole	2025-11-13
2025-06-30	$16,192,685	32,554	-13.8%	Shares	Sole	2025-08-14
2025-03-31	$14,173,600	37,757	-0.9%	Shares	Sole	2025-05-13
2024-12-31	$16,060,836	38,104	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$16,376,357	38,058	-0.3%	Shares	Sole	2024-11-14
2024-06-30	$17,064,997	38,181	+1.2%	Shares	Sole	2024-07-24
2024-03-31	$15,875,027	37,733	-1.8%	Shares	Sole	2024-05-10
2023-12-31	$14,444,072	38,411	-3.1%	Shares	Sole	2024-02-02
2023-09-30	$12,512,541	39,628	-4.6%	Shares	Sole	2023-11-08
2023-06-30	$14,138,539	41,518	+1.0%	Shares	Sole	2023-07-17
2023-03-31	$11,855,184	41,121	+0.5%	Shares	Sole	2023-04-19
2022-12-31	$9,809,597	40,904	+17.0%	Shares	Sole	2023-02-14
2022-09-30	$8,142,416	34,961	+5.4%	Shares	Sole	2022-11-08
2022-06-30	$8,518,023	33,166	+1.4%	Shares	Sole	2022-07-15
2022-03-31	$10,085,436	32,712	+3.7%	Shares	Sole	2022-05-09
2021-12-31	$10,607,196	31,539	-3.9%	Shares	Sole	2022-01-20
2021-09-30	$9,248,949	32,807	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.