Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,113,158
-$4,584 QoQ
Shares Held
5,665
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.95%
of 13F equity value
Holder Rank
#4,414
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, 2026Wisconsin Wealth Advisors, LLC holds $7,796,718 across 7 Software - Infrastructure names. MSFT ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,665 | $2,113,158 | |
| 2 | FTNT |
Fortinet, Inc.
|
9,291 | $1,427,283 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,110 | $1,296,203 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,206 | $1,093,310 | |
| 5 | TWLO |
Twilio Inc
|
3,518 | $725,868 | |
| 6 | ORCL |
Oracle Corp
|
4,507 | $660,500 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
10,072 | $480,396 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,113,158 | 5,665 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,117,742 | 5,721 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,415,681 | 4,995 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,586,642 | 4,994 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,494,511 | 5,015 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,906,605 | 5,079 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,030,365 | 4,817 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||