Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,659,832
-$115,930 QoQ
Shares Held
15,173
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#3,163
of 6,194 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, 2026BSW Wealth Partners holds $13,284,697 across 9 Software - Infrastructure names. MSFT ranks #1 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
15,173 | $5,659,832 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,960 | $2,562,073 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,446 | $1,516,174 | |
| 4 | SNPS |
Synopsys Inc
|
3,329 | $1,484,967 | |
| 5 | ORCL |
Oracle Corp
|
8,081 | $1,184,270 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,883 | $289,266 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
1,456 | $228,635 | |
| 8 | NET |
Cloudflare, Inc.
|
855 | $209,714 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,659,832 | 15,173 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,775,762 | 15,603 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,759,073 | 13,976 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,038,066 | 15,519 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,885,938 | 15,854 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,678,938 | 17,792 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,570,359 | 20,333 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,841,356 | 18,223 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,772,907 | 17,391 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,163,178 | 17,026 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,347,555 | 16,880 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,716,969 | 18,106 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,760,225 | 22,788 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,427,585 | 29,232 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,973,006 | 29,076 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,274,093 | 26,939 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,114,995 | 8,235 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,534,308 | 8,220 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,278,878 | 15,696 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,176,926 | 14,816 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,905,565 | 14,417 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,041,668 | 12,901 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,745,330 | 12,343 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,340,972 | 11,130 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,223,957 | 10,928 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,525,528 | 9,673 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||