Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,198,500
+$885,735 QoQ
Shares Held
32,702
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.92%
of 13F equity value
Holder Rank
#2,218
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Hartford Financial Management Inc. holds $14,725,703 across 8 Software - Infrastructure names. MSFT ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
32,702 | $12,198,500 | |
| 2 | ORCL |
Oracle Corp
|
13,395 | $1,963,037 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,930 | $225,173 | |
| 4 | PANW |
Palo Alto Networks Inc
|
376 | $128,223 | |
| 5 | NTAP |
NetApp, Inc.
|
598 | $92,546 | |
| 6 | OKTA |
Okta, Inc.
|
500 | $68,225 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
2,400 | $47,232 | |
| 8 | VRSN |
Verisign Inc/Ca
|
11 | $2,767 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,198,500 | 32,702 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,312,765 | 30,561 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $13,400,626 | 27,709 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $13,878,988 | 26,796 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,125,157 | 26,387 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $19,659,925 | 52,372 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $22,066,368 | 52,352 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $22,314,067 | 51,857 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $22,283,139 | 49,856 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $21,263,188 | 50,540 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $19,033,640 | 50,616 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $16,040,731 | 50,802 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $17,335,188 | 50,905 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $14,948,643 | 51,851 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,532,033 | 52,256 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,314,587 | 52,875 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,679,022 | 53,261 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $16,493,968 | 53,498 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $18,004,218 | 53,533 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $15,262,303 | 54,137 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $14,794,119 | 54,611 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $12,900,862 | 54,718 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $12,177,495 | 54,750 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $11,401,778 | 54,209 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $11,014,775 | 54,124 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,205,966 | 52,032 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||