OXFORD FINANCIAL GROUP, LTD. LLC

Position in MSFT — Microsoft Corp

CIK 1245862 INDIANAPOLIS, IN

Position in MSFT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$13,965,495

-$429,305 QoQ

Shares Held

37,439

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.80%

of 13F equity value

Holder Rank

#2,073

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $17,686,537 across 4 Software - Infrastructure names. MSFT ranks #1 (79.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	37,439	$13,965,495
2	PANW	Palo Alto Networks Inc	4,626	$1,577,558
3	ORCL	Oracle Corp	8,996	$1,318,363
4	NET	Cloudflare, Inc.	3,364	$825,121

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,965,495	37,439	-3.7%	Shares	Sole	2026-08-11
2026-03-31	$14,394,800	38,887	+4.5%	Shares	Sole	2026-05-06
2025-12-31	$18,003,238	37,226	-18.2%	Shares	Sole	2026-02-13
2025-09-30	$23,583,299	45,532	+5.2%	Shares	Sole	2025-11-13
2025-06-30	$21,522,433	43,269	-3.2%	Shares	Sole	2025-08-14
2025-03-31	$16,783,686	44,710	-5.5%	Shares	Sole	2025-05-15
2024-12-31	$19,942,429	47,313	-21.0%	Shares	Sole	2025-02-11
2024-09-30	$25,775,830	59,902	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$26,446,478	59,171	+237.7%	Shares	Sole	2024-08-14
2024-03-31	$7,371,855	17,522	+2.8%	Shares	Sole	2024-05-13
2023-12-31	$6,406,969	17,038	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$5,412,586	17,142	-8.5%	Shares	Sole	2023-11-13
2023-06-30	$6,380,697	18,737	+41.0%	Shares	Sole	2023-08-10
2023-03-31	$3,831,795	13,291	+12.2%	Shares	Sole	2023-05-12
2022-12-31	$2,842,106	11,851	+33.0%	Shares	Sole	2023-02-14
2022-09-30	$2,075,604	8,912	-15.0%	Shares	Sole	2022-11-02
2022-06-30	$2,693,119	10,486	+7.5%	Shares	Sole	2022-08-11
2022-03-31	$3,006,947	9,753	-33.1%	Shares	Sole	2022-05-13
2021-12-31	$4,904,890	14,584	+37.0%	Shares	Sole	2022-02-10
2021-09-30	$3,001,038	10,645	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$2,800,835	10,339	-13.8%	Shares	Sole	2021-08-03
2021-03-31	$2,827,118	11,991	-3.0%	Shares	Sole	2021-05-10
2020-12-31	$2,749,556	12,362	+2.2%	Shares	Sole	2021-02-10
2020-09-30	$2,544,993	12,100	-2.4%	Shares	Sole	2020-11-12
2020-06-30	$2,522,913	12,397	-2.4%	Shares	Sole	2020-08-05
2020-03-31	$2,003,705	12,705	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.