Position in MSFT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,110,737
-$1,582,921 QoQ
Shares Held
11,105
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
17.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $4,267,838 across 4 Software - Infrastructure names. MSFT ranks #1 (96.3% of the industry book) .
All Filings in MSFT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,110,737 | 11,105 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,693,658 | 11,773 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,625,616 | 12,792 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,094,267 | 12,252 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,087,285 | 13,552 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,728,185 | 13,590 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $5,984,182 | 13,907 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,873,989 | 10,905 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,850,953 | 13,907 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,267,192 | 14,007 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,402,502 | 13,943 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,749,851 | 13,948 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,902,541 | 17,005 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||