Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,497,568
-$1,245,818 QoQ
Shares Held
14,738
-19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#3,192
of 6,179 holders
Holding Since
Dec 2025
3 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, 2026Pitcairn Wealth Advisors LLC holds $9,533,697 across 7 Software - Infrastructure names. MSFT ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
14,738 | $5,497,568 | |
| 2 | ORCL |
Oracle Corp
|
8,328 | $1,220,468 | |
| 3 | SNPS |
Synopsys Inc
|
2,201 | $981,800 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,466 | $840,955 | |
| 5 | IOT |
Samsara Inc.
|
13,058 | $423,470 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,806 | $327,376 | |
| 7 | XYZ |
Block, Inc.
|
3,185 | $242,060 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,497,568 | 14,738 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,743,386 | 18,217 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,707,830 | 22,141 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||