Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$68,370,087
+$3,202,030 QoQ
Shares Held
183,288
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
#897
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $95,778,209 across 6 Software - Infrastructure names. MSFT ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
183,288 | $68,370,087 | |
| 2 | SNPS |
Synopsys Inc
|
32,936 | $14,691,761 | |
| 3 | FTNT |
Fortinet, Inc.
|
71,812 | $11,031,759 | |
| 4 | ORCL |
Oracle Corp
|
6,625 | $970,893 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,228 | $425,068 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,474 | $288,641 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,370,087 | 183,288 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $65,168,057 | 176,049 | Shares | Other | 2026-05-01 | |
| 2025-12-31 | $75,149,227 | 155,389 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $80,568,157 | 155,552 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $83,188,340 | 167,243 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $62,501,307 | 166,497 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $67,491,844 | 160,123 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $65,727,893 | 152,749 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,878,071 | 33,288 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $14,374,319 | 34,166 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $12,662,018 | 33,672 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $10,520,157 | 33,318 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $12,740,962 | 37,414 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,355,961 | 42,858 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,939,579 | 41,446 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,848,409 | 42,286 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $10,986,930 | 42,779 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $13,195,975 | 42,801 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $16,085,175 | 47,827 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $13,974,774 | 49,570 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $13,725,418 | 50,666 | Shares | Other | 2021-07-20 | |
| 2021-03-31 | $11,905,441 | 50,496 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $8,740,882 | 39,299 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $8,376,391 | 39,825 | Shares | Other | 2020-10-13 | |
| 2020-06-30 | $8,287,740 | 40,724 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $864,408 | 5,481 | Shares | Other | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||