Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,231,538
+$121,171 QoQ
Shares Held
11,344
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#3,560
of 6,179 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $5,095,020 across 22 Software - Infrastructure names. MSFT ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,344 | $4,231,538 | |
| 2 | ORCL |
Oracle Corp
|
2,564 | $375,754 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,864 | $217,472 | |
| 4 | PANW |
Palo Alto Networks Inc
|
562 | $191,653 | |
| 5 | FTNT |
Fortinet, Inc.
|
144 | $22,121 | |
| 6 | VRSN |
Verisign Inc/Ca
|
59 | $14,842 | |
| 7 | WEX |
WEX Inc.
|
37 | $5,220 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
104 | $4,960 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,231,538 | 11,344 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,110,367 | 11,104 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,467,324 | 11,305 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,640,475 | 10,890 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,262,597 | 10,580 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,312,065 | 8,823 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,679,695 | 8,730 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,711,337 | 8,625 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,028,360 | 9,013 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,091,502 | 9,725 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,477,241 | 9,247 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,926,371 | 9,268 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $3,483,383 | 10,229 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $3,262,114 | 11,315 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $2,916,451 | 12,161 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $3,077,074 | 13,212 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $3,738,417 | 14,556 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $4,350,870 | 14,112 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $4,273,281 | 12,706 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $3,493,270 | 12,391 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $3,076,069 | 11,355 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $2,744,834 | 11,642 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $2,455,071 | 11,038 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $2,443,403 | 11,617 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $2,471,018 | 12,142 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $2,195,796 | 13,923 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||