Position in MSFT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,786,153
+$44,845 QoQ
Shares Held
10,150
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#3,710
of 6,194 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KELLY FINANCIAL GROUP LLC holds $6,523,931 across 2 Software - Infrastructure names. MSFT ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
10,150 | $3,786,153 | |
| 2 | NN |
Nextnav Inc.
|
153,549 | $2,737,778 |
All Filings in MSFT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,786,153 | 10,150 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,741,308 | 10,107 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,885,529 | 10,102 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,236,474 | 10,110 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,060,151 | 10,173 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,717,111 | 9,902 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,783,384 | 8,976 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||