PERSONAL CFO SOLUTIONS, LLC

Position in MSFT — Microsoft Corp

CIK 1677501 CHESTER, NJ

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,539,879

+$723,854 QoQ

Shares Held

36,298

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.26%

of 13F equity value

Holder Rank

#2,104

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $22,997,303 across 12 Software - Infrastructure names. MSFT ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	36,298	$13,539,879
2	ORCL	Oracle Corp	16,549	$2,425,255
3	PLTR	Palantir Technologies Inc.	11,898	$1,388,139
4	NTAP	NetApp, Inc.	8,288	$1,282,650
5	CRWD	CrowdStrike Holdings, Inc.	6,500	$1,240,102
6	SNPS	Synopsys Inc	1,496	$667,320
7	PANW	Palo Alto Networks Inc	1,663	$567,116
8	AKAM	Akamai Technologies Inc	4,566	$539,746

All Filings in MSFT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,539,879	36,298	+4.8%	Shares	Sole	2026-08-07
2026-03-31	$12,816,025	34,622	-2.9%	Shares	Sole	2026-04-30
2025-12-31	$17,243,471	35,655	+2.8%	Shares	Defined	2026-01-22
2025-09-30	$17,960,952	34,677	+5.1%	Shares	Defined	2025-11-10
2025-06-30	$16,416,022	33,003	+3.7%	Shares	Defined	2025-08-12
2025-03-31	$11,951,291	31,837	+3.1%	Shares	Defined	2025-04-30
2024-12-31	$13,015,077	30,878	+1.4%	Shares	Defined	2025-02-07
2024-09-30	$13,097,901	30,439	-3.2%	Shares	Defined	2024-11-14
2024-06-30	$14,048,532	31,432	+0.7%	Shares	Defined	2024-08-09
2024-03-31	$13,136,140	31,223	+2.4%	Shares	Defined	2024-05-13
2023-12-31	$11,463,203	30,484	+10.6%	Shares	Defined	2024-02-13
2023-09-30	$8,704,280	27,567	+1.7%	Shares	Defined	2023-11-13
2023-06-30	$9,226,590	27,094	-3.2%	Shares	Defined	2023-08-10
2023-03-31	$8,066,345	27,979	-0.0%	Shares	Defined	2023-05-09
2022-12-31	$6,713,041	27,992	+3.0%	Shares	Defined	2023-02-14
2022-09-30	$6,332,318	27,189	+0.5%	Shares	Defined	2022-11-01
2022-06-30	$6,949,562	27,059	+4.9%	Shares	Defined	2022-08-05
2022-03-31	$7,953,473	25,797	-1.0%	Shares	Defined	2022-05-02
2021-12-31	$8,760,127	26,047	+5.5%	Shares	Defined	2022-02-11
2021-09-30	$6,957,221	24,678	-16.0%	Shares	Defined	2021-11-18
2021-06-30	$7,956,062	29,369	-2.6%	Shares	Defined	2021-07-22
2021-03-31	$7,106,107	30,140	+3.3%	Shares	Defined	2021-04-21
2020-12-31	$6,488,213	29,171	+5.2%	Shares	Defined	2021-02-09
2020-09-30	$5,833,292	27,734	-8.4%	Shares	Defined	2020-11-02
2020-06-30	$6,158,619	30,262	+0.2%	Shares	Defined	2020-08-03
2020-03-31	$4,763,945	30,207	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.