Position in MSFT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,900,163
+$295,477 QoQ
Shares Held
5,094
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.62%
of 13F equity value
Holder Rank
#4,546
of 6,194 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wiser Advisor Group LLC holds $2,132,494 across 5 Software - Infrastructure names. MSFT ranks #1 (89.1% 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 | $1,900,163 | 5,094 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,604,686 | 4,335 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,189,347 | 4,527 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,307,467 | 4,455 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,131,401 | 4,285 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,543,979 | 4,113 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,666,189 | 3,953 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,652,352 | 3,840 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,578,627 | 3,532 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,448,918 | 3,444 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,225,890 | 3,260 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||