Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$22,019,743
+$52,005 QoQ
Shares Held
59,031
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
#1,611
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $40,047,174 across 17 Software - Infrastructure names. MSFT ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
59,031 | $22,019,743 | |
| 2 | PANW |
Palo Alto Networks Inc
|
9,702 | $3,308,575 | |
| 3 | ZETA |
Zeta Global Holdings Corp.
|
126,430 | $2,488,142 | |
| 4 | S |
SentinelOne, Inc.
|
136,518 | $2,316,710 | |
| 5 | ORCL |
Oracle Corp
|
15,395 | $2,256,137 | |
| 6 | CORZ |
Core Scientific, Inc./tx
|
62,660 | $1,603,469 | |
| 7 | TOST |
Toast, Inc.
|
43,000 | $1,196,260 | |
| 8 | PRGS |
Progress Software Corp /Ma
|
28,230 | $947,963 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,019,743 | 59,031 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $21,967,738 | 59,345 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $28,651,099 | 59,243 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $42,834,982 | 82,701 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $41,246,729 | 82,923 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $31,568,797 | 84,096 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $35,356,263 | 83,882 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $36,966,642 | 85,909 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $36,879,632 | 82,514 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $34,216,315 | 81,328 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $30,520,533 | 81,163 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $50,552,838 | 160,104 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $50,056,995 | 146,993 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $42,062,969 | 145,900 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $34,966,235 | 145,802 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $34,315,019 | 147,338 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $37,522,092 | 146,097 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $42,709,875 | 138,529 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $51,047,321 | 151,782 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $162,404,807 | 576,067 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $156,163,284 | 576,461 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $136,148,215 | 577,462 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $128,545,191 | 577,939 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $121,718,391 | 578,702 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $125,814,155 | 618,221 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $97,384,977 | 617,494 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||