Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$13,308,980
-$7,259,144 QoQ
Shares Held
35,679
-35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#2,122
of 6,189 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sendero Wealth Management, LLC holds $18,594,449 across 5 Software - Infrastructure names. MSFT ranks #1 (71.6% of the industry book) .
All Filings in MSFT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,308,980 | 35,679 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $20,568,124 | 55,564 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $27,124,793 | 56,087 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $29,204,610 | 56,385 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $24,036,342 | 48,323 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $18,130,961 | 48,299 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $18,439,360 | 43,747 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $17,925,006 | 41,657 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $18,383,053 | 41,130 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $17,757,748 | 42,208 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $16,995,879 | 45,197 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $13,950,150 | 44,181 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $14,498,149 | 42,574 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $11,186,904 | 38,803 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $8,761,104 | 36,532 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $7,649,134 | 32,843 | Shares | Other | 2022-10-27 | |
| 2022-06-30 | $7,538,730 | 29,353 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $8,252,533 | 26,767 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $9,433,102 | 28,048 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||