OneAscent Family Office, LLC

Family Office

Position in MSFT — Microsoft Corp

CIK 2055812 BIRMINGHAM, AL

Position in MSFT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,621,651

+$703,601 QoQ

Shares Held

9,709

+23.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.20%

of 13F equity value

Holder Rank

#3,765

of 6,194 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

OneAscent Family Office, LLC holds $5,440,088 across 6 Software - Infrastructure names. MSFT ranks #1 (66.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	9,709	$3,621,651
2	ORCL	Oracle Corp	5,488	$804,266
3	FTNT	Fortinet, Inc.	2,195	$337,195
4	PLTR	Palantir Technologies Inc.	2,279	$265,890
5	CRWD	CrowdStrike Holdings, Inc.	1,088	$207,574
6	VRSN	Verisign Inc/Ca	809	$203,512

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,621,651	9,709	+23.2%	Shares	Sole	2026-08-11
2026-03-31	$2,918,050	7,883	+11.0%	Shares	Sole	2026-04-21
2025-12-31	$3,435,152	7,103	+8.0%	Shares	Sole	2026-02-11
2025-09-30	$3,407,593	6,579	+2.0%	Shares	Sole	2025-10-31
2025-06-30	$3,208,294	6,450	-49.4%	Shares	Sole	2025-08-06
2025-03-31	$4,780,966	12,736	+280.2%	Shares	Sole	2025-05-05
2024-12-31	$1,412,025	3,350	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.