Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,588,319
+$950,517 QoQ
Shares Held
4,258
+147.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#4,764
of 6,193 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, 2026ORBA Wealth Advisors, L.L.C. holds $1,811,836 across 2 Software - Infrastructure names. MSFT ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,258 | $1,588,319 | |
| 2 | FTNT |
Fortinet, Inc.
|
1,455 | $223,517 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,588,319 | 4,258 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $637,802 | 1,723 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,923,356 | 3,977 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,407,949 | 4,649 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,312,459 | 4,649 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,172,874 | 13,780 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,814,592 | 13,795 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,076,266 | 14,121 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,296,631 | 14,088 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,562,339 | 13,221 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,845,275 | 12,885 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||