Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$30,301,906
+$2,314,833 QoQ
Shares Held
81,234
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#1,377
of 6,194 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $39,055,972 across 8 Software - Infrastructure names. MSFT ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
81,234 | $30,301,906 | |
| 2 | ORCL |
Oracle Corp
|
20,716 | $3,035,929 | |
| 3 | SNPS |
Synopsys Inc
|
3,356 | $1,497,010 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,736 | $1,475,912 | |
| 5 | PANW |
Palo Alto Networks Inc
|
3,576 | $1,219,487 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
5,945 | $693,603 | |
| 7 | NET |
Cloudflare, Inc.
|
1,770 | $434,145 | |
| 8 | IOT |
Samsara Inc.
|
12,272 | $397,980 |
All Filings in MSFT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,301,906 | 81,234 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $27,987,073 | 75,606 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $44,156,440 | 91,304 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $47,706,820 | 92,107 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $47,109,203 | 94,709 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,022,604 | 82,641 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,708,417 | 82,345 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,420,127 | 79,991 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,239,427 | 83,319 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,127,020 | 76,362 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,007,521 | 63,843 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $19,870,525 | 82,856 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,262,460 | 82,707 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||