Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,417,809
+$439,194 QoQ
Shares Held
17,205
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.84%
of 13F equity value
Holder Rank
#2,980
of 6,194 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, 2026Quantum Financial Advisors, LLC holds $7,923,125 across 4 Software - Infrastructure names. MSFT ranks #1 (81.0% of the industry book) .
All Filings in MSFT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,417,809 | 17,205 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,978,615 | 16,151 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,481,117 | 15,469 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,615,418 | 14,703 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $7,313,419 | 14,703 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,688,284 | 15,153 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,655,485 | 15,790 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,577,565 | 15,286 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $6,058,407 | 13,555 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,673,409 | 13,485 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $5,061,122 | 13,459 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,404,396 | 13,949 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $4,505,684 | 13,231 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,814,497 | 13,231 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,173,058 | 13,231 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $3,075,211 | 13,204 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,390,156 | 13,200 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||