Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,710,669
+$117,828 QoQ
Shares Held
4,586
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.78%
of 13F equity value
Holder Rank
#4,658
of 6,179 holders
Holding Since
Sep 2025
4 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, 2026Portus Wealth Advisors, LLC holds $4,231,488 across 2 Software - Infrastructure names. MSFT ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
7,392 | $2,520,819 | |
| 2 | MSFT |
Microsoft Corp
This page
|
4,586 | $1,710,669 |
All Filings in MSFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,710,669 | 4,586 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,592,841 | 4,303 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,472,265 | 5,112 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,497,554 | 4,822 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||