Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,461,479
-$334,216 QoQ
Shares Held
108,470
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,175
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, 2026Circle Wealth Management, LLC holds $79,756,208 across 9 Software - Infrastructure names. MSFT ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
108,470 | $40,461,479 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
71,968 | $13,730,414 | |
| 3 | PANW |
Palo Alto Networks Inc
|
20,963 | $7,148,802 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
54,200 | $6,323,514 | |
| 5 | NET |
Cloudflare, Inc.
|
13,023 | $3,194,281 | |
| 6 | TWLO |
Twilio Inc
|
13,909 | $2,869,843 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
16,196 | $2,543,257 | |
| 8 | ORCL |
Oracle Corp
|
17,121 | $2,509,082 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,461,479 | 108,470 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $40,795,695 | 110,208 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $52,378,947 | 108,306 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,850,548 | 107,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,830,413 | 106,211 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,126,860 | 101,566 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $45,904,300 | 108,907 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,314,066 | 109,956 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,686,710 | 108,931 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,400,315 | 107,911 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $40,082,103 | 106,590 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $33,462,869 | 105,979 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $15,926,374 | 46,768 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,683,294 | 47,462 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,405,839 | 47,560 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,978,440 | 47,138 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,282,381 | 47,823 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,053,852 | 48,827 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,649,185 | 49,504 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,675,939 | 48,510 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,519,806 | 49,907 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,618,274 | 49,278 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,139,905 | 50,085 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $9,111,705 | 43,321 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,410,661 | 41,328 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,186,608 | 32,887 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||