Ironwood Financial, llc

Position in MSFT — Microsoft Corp

CIK 1630360 TUCSON, AZ

Position in MSFT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,742,576

+$12,174 QoQ

Shares Held

12,714

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.85%

of 13F equity value

Holder Rank

#3,407

of 6,193 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ironwood Financial, llc holds $5,602,891 across 3 Software - Infrastructure names. MSFT ranks #1 (84.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	12,714	$4,742,576
2	ORCL	Oracle Corp	4,209	$616,828
3	FTNT	Fortinet, Inc.	1,585	$243,487

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,742,576	12,714	-0.5%	Shares	Sole	2026-07-17
2026-03-31	$4,730,402	12,779	+0.6%	Shares	Sole	2026-04-16
2025-12-31	$6,141,974	12,700	-0.5%	Shares	Sole	2026-01-15
2025-09-30	$6,608,524	12,759	+1.0%	Shares	Sole	2025-10-22
2025-06-30	$6,285,770	12,637	0.0%	Shares	Sole	2025-07-23
2025-03-31	$4,743,803	12,637	-8.6%	Shares	Sole	2025-04-15
2024-12-31	$5,828,502	13,828	-0.2%	Shares	Sole	2025-01-16
2024-09-30	$5,963,097	13,858	+9.5%	Shares	Sole	2024-10-16
2024-06-30	$5,657,493	12,658	+0.3%	Shares	Sole	2024-07-19
2024-03-31	$5,309,486	12,620	+0.6%	Shares	Sole	2024-04-18
2023-12-31	$4,717,797	12,546	-0.1%	Shares	Sole	2024-01-19
2023-09-30	$3,963,609	12,553	0.0%	Shares	Sole	2023-10-25
2023-06-30	$4,274,798	12,553	-4.2%	Shares	Sole	2023-07-20
2023-03-31	$3,779,036	13,108	-0.6%	Shares	Sole	2023-04-14
2022-12-31	$3,161,547	13,183	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$3,049,825	13,095	+2.6%	Shares	Sole	2022-10-26
2022-06-30	$3,278,434	12,765	0.0%	Shares	Sole	2022-07-29
2022-03-31	$3,935,577	12,765	-0.2%	Shares	Sole	2022-04-20
2021-12-31	$4,300,187	12,786	-0.2%	Shares	Sole	2022-01-28
2021-09-30	$3,610,549	12,807	+9.5%	Shares	Sole	2021-11-02
2021-06-30	$3,168,446	11,696	+0.4%	Shares	Sole	2021-07-29
2021-03-31	$2,747,663	11,654	+5.1%	Shares	Sole	2021-04-28
2020-12-31	$2,467,305	11,093	+839.3%	Shares	Sole	2021-01-26
2020-09-30	$248,399	1,181	+3.5%	Shares	Sole	2020-11-03
2020-06-30	$232,204	1,141	+5.9%	Shares	Sole	2020-07-28
2020-03-31	$169,853	1,077	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.