Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,911,421
-$161,360 QoQ
Shares Held
7,805
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#4,017
of 6,193 holders
Holding Since
Dec 2022
14 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, 2026Strata Wealth Advisors, LLC holds $3,472,120 across 3 Software - Infrastructure names. MSFT ranks #1 (83.9% of the industry book) .
All Filings in MSFT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,911,421 | 7,805 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,072,781 | 8,301 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,767,042 | 9,857 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,323,490 | 10,278 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,044,234 | 10,141 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,577,091 | 9,529 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,331,755 | 10,277 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,403,259 | 10,233 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,663,923 | 10,435 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,361,183 | 10,366 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,554,439 | 6,793 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,844,927 | 5,843 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $4,262,803 | 14,786 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,553,652 | 14,818 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||