Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,292,794
+$2,257,343 QoQ
Shares Held
59,763
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.23%
of 13F equity value
Holder Rank
#1,603
of 6,194 holders
Holding Since
Mar 2020
22 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, 2026Waldron Private Wealth LLC holds $39,642,490 across 9 Software - Infrastructure names. MSFT ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
59,763 | $22,292,794 | |
| 2 | PANW |
Palo Alto Networks Inc
|
36,313 | $12,383,459 | |
| 3 | ORCL |
Oracle Corp
|
8,194 | $1,200,830 | |
| 4 | RBRK |
Rubrik, Inc.
|
14,041 | $1,127,211 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,670 | $1,011,528 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,835 | $589,132 | |
| 7 | FFIV |
F5, Inc.
|
1,205 | $501,231 | |
| 8 | OKTA |
Okta, Inc.
|
3,404 | $464,475 |
All Filings in MSFT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,292,794 | 59,763 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,035,451 | 54,125 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $25,587,850 | 52,909 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $27,392,821 | 52,887 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $25,301,257 | 50,866 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $19,192,564 | 51,127 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $39,003,080 | 92,534 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $39,552,314 | 91,918 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $39,500,100 | 88,377 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $38,175,712 | 90,739 | Shares | Sole | 2024-05-09 | |
| 2022-12-31 | $22,951,253 | 95,702 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $22,288,995 | 95,702 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,979,446 | 93,367 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $27,394,268 | 88,853 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $28,956,815 | 86,099 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $24,363,244 | 86,419 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $19,855,615 | 73,295 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $17,857,927 | 75,743 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $16,718,199 | 75,165 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,970,987 | 75,933 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,833,640 | 72,889 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,405,114 | 72,317 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||