Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,287,798
+$209,465 QoQ
Shares Held
8,814
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.46%
of 13F equity value
Holder Rank
#3,889
of 6,194 holders
Holding Since
Dec 2023
11 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, 2026MN Wealth Advisors, LLC holds $4,590,267 across 5 Software - Infrastructure names. MSFT ranks #1 (71.6% of the industry book) .
All Filings in MSFT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,287,798 | 8,814 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,078,333 | 8,316 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,686,509 | 5,555 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,826,453 | 5,457 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,674,076 | 5,376 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,771,090 | 4,718 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,968,405 | 4,670 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,900,204 | 4,416 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,990,715 | 4,454 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,774,596 | 4,218 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,591,025 | 4,231 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||