Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,297,150
+$457,491 QoQ
Shares Held
24,924
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
#884
of 2,634 holders
Holding Since
Dec 2022
15 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, 2026Arista Wealth Management, LLC holds $13,176,995 across 8 Software - Infrastructure names. MSFT ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
24,924 | $9,297,150 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,452 | $1,177,201 | |
| 3 | ORCL |
Oracle Corp
|
6,447 | $944,807 | |
| 4 | SNPS |
Synopsys Inc
|
1,000 | $446,070 | |
| 5 | XYZ |
Block, Inc.
|
5,500 | $418,000 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,208 | $374,277 | |
| 7 | TOST |
Toast, Inc.
|
10,052 | $279,646 | |
| 8 | PAYS |
Paysign, Inc.
|
29,285 | $239,844 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,297,150 | 24,924 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $8,839,659 | 23,880 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,052,651 | 22,854 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,149,553 | 23,457 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,666,751 | 23,455 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,275,614 | 6,062 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,530,686 | 6,004 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,673,023 | 6,212 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,680,359 | 5,997 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $806,099 | 1,916 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,409,021 | 3,747 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,080,180 | 3,421 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,027,409 | 3,017 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $811,276 | 2,814 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $706,749 | 2,947 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||