Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,106,643
-$497,360 QoQ
Shares Held
13,690
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#3,315
of 6,189 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $6,816,700 across 36 Software - Infrastructure names. MSFT ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
13,690 | $5,106,643 | |
| 2 | ORCL |
Oracle Corp
|
4,318 | $632,802 | |
| 3 | FTNT |
Fortinet, Inc.
|
2,430 | $373,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,792 | $341,886 | |
| 5 | PANW |
Palo Alto Networks Inc
|
671 | $228,824 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
397 | $46,317 | |
| 7 | WEX |
WEX Inc.
|
251 | $35,413 | |
| 8 | SNPS |
Synopsys Inc
|
45 | $20,073 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,106,643 | 13,690 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,604,003 | 15,139 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,673,114 | 15,866 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,561,195 | 16,529 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,074,044 | 20,253 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,117,808 | 21,625 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,799,673 | 25,622 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,473,519 | 26,664 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $11,786,518 | 26,371 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,766,224 | 25,590 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,012,817 | 26,627 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,273,932 | 23,037 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,983,619 | 23,444 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,556,518 | 22,742 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,591,643 | 23,316 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,693,007 | 24,444 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,379,914 | 24,841 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,361,675 | 27,121 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $9,955,744 | 29,602 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,332,427 | 29,556 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,442,435 | 27,473 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,422,846 | 27,242 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,588,747 | 29,623 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,918,595 | 32,894 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,521,070 | 32,043 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,312,934 | 33,688 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||