Position in MDB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,590
+$9,113 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#732
of 867 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $508,105,264 across 20 Software - Infrastructure names. MDB ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
989,415 | $369,071,583 | |
| 2 | PANW |
Palo Alto Networks Inc
|
377,013 | $128,568,973 | |
| 3 | ORCL |
Oracle Corp
|
57,621 | $8,444,357 | |
| 4 | NTAP |
NetApp, Inc.
|
4,716 | $729,848 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,463 | $378,366 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,773 | $206,855 | |
| 7 | SNPS |
Synopsys Inc
|
454 | $202,515 | |
| 8 | RELY |
Remitly Global, Inc.
|
8,448 | $189,319 |
All Filings in MDB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,590 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,477 | 100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $41,969 | 100 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $31,038 | 100 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $20,999 | 100 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $17,540 | 100 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $23,281 | 100 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $27,035 | 100 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $24,996 | 100 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $35,864 | 100 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $40,885 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,586 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $41,099 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $23,312 | 100 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $19,684 | 100 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $19,856 | 100 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $32,956 | 127 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $44,359 | 100 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $47,151 | 100 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||