Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,096,359
+$376,948 QoQ
Shares Held
35,109
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
8.26%
of 13F equity value
Holder Rank
#2,142
of 6,194 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, 2026WEALTHEDGE INVESTMENT ADVISORS, LLC holds $14,668,322 across 3 Software - Infrastructure names. MSFT ranks #1 (89.3% of the industry book) .
All Filings in MSFT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,096,359 | 35,109 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,719,411 | 34,361 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,062,681 | 20,807 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,533,744 | 16,476 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,694,349 | 11,448 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,761,900 | 18,013 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,433,539 | 8,146 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||