Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$820,270
-$949,882 QoQ
Shares Held
2,199
-54.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#5,383
of 6,179 holders
Holding Since
Dec 2024
7 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, 2026Whipplewood Advisors, LLC holds $1,042,971 across 17 Software - Infrastructure names. MSFT ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,199 | $820,270 | |
| 2 | ORCL |
Oracle Corp
|
1,268 | $185,825 | |
| 3 | NET |
Cloudflare, Inc.
|
29 | $7,113 | |
| 4 | CORZ |
Core Scientific, Inc./tx
|
221 | $5,655 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
37 | $4,316 | |
| 6 | PANW |
Palo Alto Networks Inc
|
12 | $4,092 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
72 | $3,434 | |
| 8 | NTAP |
NetApp, Inc.
|
22 | $3,404 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,270 | 2,199 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,770,152 | 4,782 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,106,165 | 4,355 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,211,646 | 4,270 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,183,711 | 8,411 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $322,457 | 8,217 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,712,569 | 8,808 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||