Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$18,145,930
-$845,641 QoQ
Shares Held
48,646
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#1,784
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 3%
None 94%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $27,465,778 across 12 Software - Infrastructure names. MSFT ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
48,646 | $18,145,930 | |
| 2 | ORCL |
Oracle Corp
|
12,758 | $1,869,684 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,783 | $1,631,098 | |
| 4 | NTCT |
Netscout Systems Inc
|
31,644 | $1,378,096 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,840 | $1,031,362 | |
| 6 | FFIV |
F5, Inc.
|
2,283 | $949,636 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,412 | $650,958 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
4,745 | $623,635 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,145,930 | 48,646 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $18,991,571 | 51,305 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $23,247,129 | 48,069 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $26,989,338 | 52,108 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $21,342,370 | 42,907 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $16,032,906 | 42,710 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $23,287,453 | 55,249 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $24,480,196 | 56,891 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $26,884,488 | 60,151 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $21,611,123 | 51,367 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,803,142 | 31,388 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,408,245 | 4,460 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,412,899 | 4,149 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,180,876 | 4,096 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $1,941,102 | 8,094 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,712,585 | 11,647 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,568,042 | 9,999 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,167,268 | 10,273 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $3,506,808 | 10,427 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $3,478,892 | 12,340 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,381,589 | 5,100 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $1,122,736 | 4,762 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,004,226 | 4,515 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $335,055 | 1,593 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $605,237 | 2,974 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $229,941 | 1,458 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||