Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$16,008,153
+$1,781,040 QoQ
Shares Held
42,915
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.51%
of 13F equity value
Holder Rank
#1,928
of 6,189 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)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$1,454,778
CallShares
3,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026United Advisor Group, LLC holds $35,359,997 across 11 Software - Infrastructure names. MSFT ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
42,915 | $16,008,153 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
99,671 | $11,628,615 | |
| 3 | CRWV |
CoreWeave, Inc.
|
14,284 | $1,421,829 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,083 | $1,392,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,220 | $1,377,467 | |
| 6 | ORCL |
Oracle Corp
|
5,309 | $778,033 | |
| 7 | NET |
Cloudflare, Inc.
|
3,111 | $763,066 | |
| 8 | NTAP |
NetApp, Inc.
|
3,671 | $568,123 |
All Filings in MSFT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,778 | 3,900 | Call | Sole | 2026-07-29 | |
| 2026-06-30 | $16,008,153 | 42,915 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $592,272 | 1,600 | Call | Sole | 2026-04-17 | |
| 2026-03-31 | $14,227,113 | 38,434 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,799,381 | 32,669 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,265,183 | 31,403 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,140,285 | 24,407 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,662,875 | 23,077 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $10,950,570 | 25,980 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $10,705,433 | 24,879 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,013,366 | 17,929 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,226,284 | 17,176 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,954,259 | 23,812 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||