Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$241,716
-$3,706 QoQ
Shares Held
648
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#6,048
of 6,194 holders
Holding Since
Dec 2024
7 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, 20261 NORTH WEALTH SERVICES LLC holds $1,941,293 across 6 Software - Infrastructure names. MSFT ranks #2 (12.5% of the industry book) .
All Filings in MSFT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,716 | 648 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $245,422 | 663 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $286,786 | 593 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $309,734 | 598 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $317,347 | 638 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $247,006 | 658 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $287,884 | 683 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||