Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,794,825
+$1,221,489 QoQ
Shares Held
28,939
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.24%
of 13F equity value
Holder Rank
#2,334
of 6,194 holders
Holding Since
Dec 2023
10 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, 2026Maia Wealth LLC holds $23,064,095 across 6 Software - Infrastructure names. MSFT ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
28,939 | $10,794,825 | |
| 2 | FTNT |
Fortinet, Inc.
|
36,577 | $5,618,958 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,218 | $5,530,662 | |
| 4 | ORCL |
Oracle Corp
|
3,120 | $457,236 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
2,822 | $370,895 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,528 | $291,519 |
All Filings in MSFT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,794,825 | 28,939 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,573,336 | 25,862 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,578,346 | 23,941 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,753,321 | 22,692 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,324,241 | 20,756 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,323,483 | 19,509 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,461,393 | 17,702 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,841,770 | 15,900 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,335,069 | 14,174 | Shares | Sole | 2024-07-16 | |
| 2023-12-31 | $4,918,979 | 13,081 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||