ADVISORTRUST PARTNERS, LLC

Position in MSFT — Microsoft Corp

CIK 2115523 RALEIGH, NC

Position in MSFT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,333,613

+$338,397 QoQ

Shares Held

6,256

+16.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#4,282

of 6,189 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $3,931,674 across 4 Software - Infrastructure names. MSFT ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	6,256	$2,333,613
2	PANW	Palo Alto Networks Inc	2,415	$823,563
3	PLTR	Palantir Technologies Inc.	4,677	$545,665
4	SNPS	Synopsys Inc	513	$228,833

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,333,613	6,256	+16.1%	Shares	Sole	2026-08-10
2026-03-31	$1,995,216	5,390	-4.1%	Shares	Sole	2026-05-06
2025-12-31	$2,717,460	5,619	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.