Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,059,883
-$100,258 QoQ
Shares Held
8,203
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#3,957
of 6,194 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$807,240
PutShares
2,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Olistico Wealth, LLC holds $4,420,296 across 7 Software - Infrastructure names. MSFT ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
8,203 | $3,059,883 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,107 | $1,062,513 | |
| 3 | ORCL |
Oracle Corp
|
1,229 | $180,109 | |
| 4 | FTNT |
Fortinet, Inc.
|
429 | $65,902 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
528 | $25,183 | |
| 6 | AI |
C3.ai, Inc.
|
2,500 | $22,725 | |
| 7 | CRWV |
CoreWeave, Inc.
|
40 | $3,981 |
All Filings in MSFT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,059,883 | 8,203 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,160,141 | 8,537 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,725,808 | 7,704 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,939,009 | 7,605 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,782,803 | 7,605 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,812,421 | 7,492 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,806,347 | 6,658 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,765,107 | 6,426 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,147,421 | 7,042 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,922,321 | 6,946 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,520,220 | 6,702 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,972,806 | 6,248 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,114,412 | 6,209 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,623,241 | 9,099 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $807,240 | 2,800 | Put | Sole | 2023-05-11 | |
| 2022-12-31 | $2,060,773 | 8,593 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||