Position in MSFT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$79,724,818
+$3,030,777 QoQ
Shares Held
213,728
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.67%
of 13F equity value
Holder Rank
#829
of 6,189 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $127,829,033 across 15 Software - Infrastructure names. MSFT ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
213,728 | $79,724,818 | |
| 2 | PANW |
Palo Alto Networks Inc
|
81,335 | $27,736,861 | |
| 3 | ORCL |
Oracle Corp
|
48,604 | $7,122,915 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
49,287 | $5,750,314 | |
| 5 | TOST |
Toast, Inc.
|
96,485 | $2,684,212 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
35,072 | $1,672,802 | |
| 7 | TWLO |
Twilio Inc
|
4,375 | $902,693 | |
| 8 | ZS |
Zscaler, Inc.
|
5,035 | $710,690 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,724,818 | 213,728 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $76,694,041 | 207,186 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $96,521,846 | 199,582 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $100,559,992 | 194,150 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $97,989,272 | 196,999 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $73,954,457 | 197,007 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $79,401,326 | 188,378 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||