Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,647,083
-$247,304 QoQ
Shares Held
12,458
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#3,430
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, 2026BOK Financial Private Wealth, Inc. holds $10,503,295 across 16 Software - Infrastructure names. MSFT ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
15,734 | $5,365,608 | |
| 2 | MSFT |
Microsoft Corp
This page
|
12,458 | $4,647,083 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,518 | $233,195 | |
| 4 | AKAM |
Akamai Technologies Inc
|
586 | $69,271 | |
| 5 | ORCL |
Oracle Corp
|
456 | $66,826 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
497 | $65,320 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
222 | $25,900 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
56 | $10,683 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,647,083 | 12,458 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,894,387 | 13,222 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,779,385 | 14,018 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,370,428 | 14,230 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,276,610 | 14,629 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,763,362 | 15,353 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,492,162 | 17,775 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,001,445 | 20,919 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,297,006 | 20,801 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,859,942 | 21,059 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,198,424 | 21,802 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,410,021 | 23,468 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,554,364 | 25,120 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,889,843 | 34,304 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $8,368,998 | 34,897 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,051,192 | 38,863 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,141,446 | 39,487 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,594,498 | 73,285 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $23,450,920 | 69,728 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $16,899,694 | 59,945 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,816,875 | 54,695 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $11,253,066 | 47,729 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $11,759,567 | 52,871 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $10,861,230 | 51,639 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $11,052,831 | 54,311 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,817,644 | 68,592 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||