Position in AI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,069
-$2,449 QoQ
Shares Held
3,308
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 316 holders
Holding Since
Dec 2020
23 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, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. AI ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in AI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,069 | 3,308 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $32,518 | 3,862 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $38,566 | 2,861 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $63,949 | 3,688 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $140,540 | 5,720 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $155,033 | 7,365 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $722,100 | 20,973 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $85,992 | 3,549 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $84,186 | 2,907 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $100,348 | 3,707 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $66,061 | 2,301 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $49,585 | 1,943 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $88,707 | 2,435 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $130,318 | 3,882 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $148,435 | 13,265 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $113,212 | 9,057 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,102 | 1,539 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $40,610 | 1,789 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $55,906 | 1,789 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $168,214 | 3,630 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $169,206 | 2,706 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $187,382 | 2,843 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $27,195 | 196 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||