Position in MSFT
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$869,136
+$6,270 QoQ
Shares Held
2,330
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#5,352
of 6,189 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Copia Wealth Management holds $1,576,688 across 10 Software - Infrastructure names. MSFT ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,330 | $869,136 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,086 | $370,347 | |
| 3 | ORCL |
Oracle Corp
|
1,041 | $152,558 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
662 | $77,235 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
388 | $74,024 | |
| 6 | TWLO |
Twilio Inc
|
119 | $24,553 | |
| 7 | SNPS |
Synopsys Inc
|
13 | $5,798 | |
| 8 | NET |
Cloudflare, Inc.
|
5 | $1,226 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,136 | 2,330 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $862,866 | 2,331 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,166,491 | 2,412 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,217,700 | 2,351 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,009,742 | 2,030 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $771,801 | 2,056 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $898,216 | 2,131 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||