Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,896,626,531
-$72,085,967 QoQ
Shares Held
5,084,517
-4.4% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 56%
Shared 1%
None 43%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2024CallValue
$3,788
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Focus Partners Wealth holds $2,578,695,580 across 55 Software - Infrastructure names. MSFT ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,084,517 | $1,896,626,531 | |
| 2 | PANW |
Palo Alto Networks Inc
|
650,687 | $221,897,280 | |
| 3 | ORCL |
Oracle Corp
|
711,051 | $104,204,524 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
722,270 | $84,267,240 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
283,812 | $54,147,072 | |
| 6 | OKTA |
Okta, Inc.
|
228,582 | $31,190,013 | |
| 7 | AKAM |
Akamai Technologies Inc
|
185,380 | $21,913,769 | |
| 8 | SNPS |
Synopsys Inc
|
41,678 | $18,591,305 |
All Filings in MSFT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,896,626,531 | 5,084,517 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,968,712,498 | 5,318,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,144,572,749 | 4,434,417 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,451,282,951 | 2,801,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,358,621,694 | 2,731,392 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,006,895,082 | 2,682,264 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,788 | 100 | Call | Sole | 2025-05-29 | |
| 2024-12-31 | $1,101,521,967 | 2,613,338 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $792,580,757 | 1,841,926 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,679,344,006 | 3,757,342 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $472,574,581 | 1,123,252 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $243,044,429 | 646,326 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||