Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,313,963
+$157,723 QoQ
Shares Held
41,054
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#1,969
of 6,189 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $19,959,004 across 7 Software - Infrastructure names. MSFT ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
41,054 | $15,313,963 | |
| 2 | ORCL |
Oracle Corp
|
11,957 | $1,752,298 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,627 | $1,239,852 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,948 | $562,434 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,283 | $437,528 | |
| 6 | SNPS |
Synopsys Inc
|
776 | $346,150 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,997 | $306,779 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,313,963 | 41,054 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,156,240 | 40,944 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,194,036 | 41,756 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,460,740 | 41,434 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,421,664 | 41,056 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,761,460 | 39,323 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,130,805 | 38,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,745,090 | 34,267 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,418,881 | 34,498 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,524,516 | 34,523 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,088,072 | 34,805 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,152,290 | 35,320 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,578,185 | 36,936 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,949,233 | 34,510 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,816,453 | 32,593 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,292,331 | 31,311 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,985,101 | 31,091 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,964,414 | 22,589 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,877,623 | 23,423 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||