Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,900,163
-$283,099 QoQ
Shares Held
5,094
-13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#4,545
of 6,194 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, 2026OneAscent Investment Solutions LLC holds $2,760,977 across 3 Software - Infrastructure names. MSFT ranks #1 (68.8% of the industry book) .
All Filings in MSFT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,900,163 | 5,094 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,183,262 | 5,898 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,657,008 | 5,494 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,845,617 | 5,494 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,667,815 | 3,353 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,510,193 | 4,023 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||