Rooted Wealth Advisors, Inc.

Position in MSFT — Microsoft Corp

CIK 1963732 BOURBONNAIS, IL

Position in MSFT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,381,119

+$273,713 QoQ

Shares Held

11,745

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

6.27%

of 13F equity value

Holder Rank

#3,520

of 6,194 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rooted Wealth Advisors, Inc. holds $6,983,439 across 4 Software - Infrastructure names. MSFT ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	11,745	$4,381,119
2	FTNT	Fortinet, Inc.	9,143	$1,404,547
3	PLTR	Palantir Technologies Inc.	5,841	$681,469
4	PANW	Palo Alto Networks Inc	1,514	$516,304

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,381,119	11,745	+5.8%	Shares	Sole	2026-07-28
2026-03-31	$4,107,406	11,096	+16.9%	Shares	Sole	2026-04-21
2025-12-31	$4,591,971	9,495	+38.1%	Shares	Sole	2026-02-09
2025-09-30	$3,560,388	6,874	+7.4%	Shares	Sole	2025-10-20
2025-06-30	$3,184,916	6,403	+1.1%	Shares	Sole	2025-07-14
2025-03-31	$2,377,720	6,334	-0.6%	Shares	Sole	2025-04-08
2024-12-31	$2,686,641	6,374	+1.0%	Shares	Sole	2025-01-30
2024-09-30	$2,716,053	6,312	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$2,755,446	6,165	+5.0%	Shares	Sole	2024-07-25
2024-03-31	$2,469,205	5,869	+10.8%	Shares	Sole	2024-04-17
2023-12-31	$1,991,883	5,297	+1.8%	Shares	Sole	2024-02-07
2023-09-30	$1,923	5,201	+16.4%	Shares	Sole	2023-11-21
2023-06-30	$1,522,213	4,470	-9.1%	Shares	Sole	2023-08-03
2023-03-31	$1,417,859	4,918	-11.5%	Shares	Sole	2023-04-26
2022-12-31	$1,331,960	5,554	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.