Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,705,299
+$2,282,822 QoQ
Shares Held
28,699
+26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
7.34%
of 13F equity value
Holder Rank
#2,331
of 6,169 holders
Holding Since
Mar 2025
6 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, 2026Wealth Preservation Advisors, LLC holds $10,909,911 across 2 Software - Infrastructure names. MSFT ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
28,699 | $10,705,299 | |
| 2 | PANW |
Palo Alto Networks Inc
|
600 | $204,612 |
All Filings in MSFT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,705,299 | 28,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,422,477 | 22,753 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,657,175 | 24,104 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $12,560,286 | 24,250 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,042,295 | 24,210 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,090,443 | 24,216 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||