Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$661,737
-$52,691 QoQ
Shares Held
1,774
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#5,600
of 6,223 holders
Holding Since
Mar 2024
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, 2026ADAPT WEALTH ADVISORS, LLC holds $1,331,708 across 3 Software - Infrastructure names. MSFT ranks #1 (49.7% of the industry book) .
All Filings in MSFT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,737 | 1,774 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $714,428 | 1,930 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $982,232 | 2,031 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,051,438 | 2,030 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $530,736 | 1,067 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $390,780 | 1,041 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $480,088 | 1,139 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $474,620 | 1,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $486,281 | 1,088 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $290,296 | 690 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||