Destination Wealth Management

Position in MSFT — Microsoft Corp

CIK 1278573 WALNUT CREEK, CA

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$76,093,095

+$2,874,580 QoQ

Shares Held

203,992

+3.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.63%

of 13F equity value

Holder Rank

#842

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026

CallValue

$5,675

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Destination Wealth Management holds $89,540,559 across 6 Software - Infrastructure names. MSFT ranks #1 (85.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	203,992	$76,093,095
2	SNPS	Synopsys Inc	17,868	$7,970,378
3	PLTR	Palantir Technologies Inc.	24,785	$2,891,665
4	ORCL	Oracle Corp	13,507	$1,979,450
5	PANW	Palo Alto Networks Inc	1,118	$381,260
6	NTAP	NetApp, Inc.	1,452	$224,711

All Filings in MSFT

Export CSV

43 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,093,095	203,992	+3.1%	Shares	Sole	2026-08-14
2026-06-30	$5,675	200	0.0%	Call	Sole	2026-08-14
2026-03-31	$73,218,515	197,797	+5.4%	Shares	Sole	2026-05-15
2026-03-31	$3,386	800	-27.3%	Put	Sole	2026-05-15
2026-03-31	$4,459	200	0.0%	Call	Sole	2026-05-15
2025-12-31	$145,968	1,100	+266.7%	Put	Sole	2026-02-13
2025-12-31	$90,751,776	187,651	+6.3%	Shares	Sole	2026-02-13
2025-12-31	$13,309	200	0.0%	Call	Sole	2026-02-13
2025-09-30	$91,436,303	176,535	+0.4%	Shares	Sole	2025-11-14
2025-09-30	$17,251	200	+100.0%	Call	Sole	2025-11-14
2025-09-30	$46	300	—	Put	Sole	2025-11-14
2025-06-30	$87,453,631	175,818	+22.5%	Shares	Sole	2025-08-14
2025-06-30	$49,741	100	0.0%	Call	Sole	2025-08-14
2025-03-31	$37,539	100	0.0%	Call	Sole	2025-05-15
2025-03-31	$53,880,852	143,533	+2.1%	Shares	Sole	2025-05-15
2024-12-31	$42,150	100	0.0%	Call	Sole	2025-02-07
2024-12-31	$59,261,214	140,596	-0.7%	Shares	Sole	2025-02-07
2024-09-30	$43,030	100	0.0%	Call	Sole	2024-11-25
2024-09-30	$60,918,001	141,571	-0.0%	Shares	Sole	2024-11-25
2024-06-30	$44,695	100	0.0%	Call	Sole	2024-07-25
2024-06-30	$63,287,673	141,599	-4.2%	Shares	Sole	2024-07-25
2024-03-31	$42,072	100	0.0%	Call	Sole	2024-05-14
2024-03-31	$62,187,885	147,813	-2.9%	Shares	Sole	2024-05-14
2023-12-31	$37,604	100	0.0%	Call	Sole	2024-02-14
2023-12-31	$57,214,862	152,151	-3.9%	Shares	Sole	2024-02-14
2023-09-30	$31,575	100	0.0%	Call	Sole	2023-11-14
2023-09-30	$49,987,014	158,312	-4.3%	Shares	Sole	2023-11-14
2023-06-30	$56,334,510	165,427	-5.9%	Shares	Sole	2023-08-11
2023-06-30	$34,054	100	-90.0%	Call	Sole	2023-08-11
2023-03-31	$50,690,347	175,825	+3.6%	Shares	Sole	2023-05-05
2022-12-31	$40,695,535	169,692	-2.6%	Shares	Sole	2023-02-13
2022-09-30	$40,562,562	174,163	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$44,488,863	173,223	-1.8%	Shares	Sole	2022-07-29
2022-03-31	$54,396,058	176,433	+1.0%	Shares	Sole	2022-05-12
2021-12-31	$58,778,646	174,770	+1.3%	Shares	Sole	2022-02-04
2021-09-30	$281,920	1,000	—	Call	Sole	2021-10-25
2021-09-30	$48,659,955	172,602	+1.0%	Shares	Sole	2021-10-25
2021-06-30	$46,288,412	170,869	+1.0%	Shares	Sole	2021-08-13
2021-03-31	$39,877,430	169,137	+2.3%	Shares	Sole	2021-05-05
2020-12-31	$36,777,814	165,353	+3.2%	Shares	Sole	2021-02-11
2020-09-30	$33,696,969	160,210	-2.1%	Shares	Sole	2020-11-12
2020-06-30	$33,296,881	163,613	+3.7%	Shares	Sole	2020-08-14
2020-03-31	$24,875,125	157,727	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.