Position in AI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18
+$2 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 316 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $2,306,291 across 15 Software - Infrastructure names. AI ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,711 | $2,130,317 | |
| 2 | ORCL |
Oracle Corp
|
477 | $69,904 | |
| 3 | SNPS |
Synopsys Inc
|
85 | $37,915 | |
| 4 | ACIW |
Aci Worldwide, Inc.
|
638 | $32,085 | |
| 5 | CPAY |
Corpay, Inc.
|
68 | $22,662 | |
| 6 | PANW |
Palo Alto Networks Inc
|
30 | $10,230 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
25 | $2,916 | |
| 8 | MDB |
MongoDB, Inc.
|
0 | $94 |
All Filings in AI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18 | 2 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16 | 2 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13 | 1 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17 | 1 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||