Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$22,340,167
+$146,625 QoQ
Shares Held
59,890
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.30%
of 13F equity value
Holder Rank
#1,599
of 6,179 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Trust, LLC holds $28,084,706 across 24 Software - Infrastructure names. MSFT ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
59,890 | $22,340,167 | |
| 2 | PANW |
Palo Alto Networks Inc
|
14,601 | $4,979,233 | |
| 3 | ORCL |
Oracle Corp
|
1,367 | $200,333 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
956 | $182,390 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,337 | $155,987 | |
| 6 | FTNT |
Fortinet, Inc.
|
535 | $82,186 | |
| 7 | CRWV |
CoreWeave, Inc.
|
472 | $46,982 | |
| 8 | NET |
Cloudflare, Inc.
|
90 | $22,075 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,340,167 | 59,890 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,193,542 | 59,955 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,785,903 | 57,454 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $29,112,933 | 56,208 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,182,255 | 56,658 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,918,232 | 55,724 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $23,738,037 | 56,318 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,587,273 | 47,844 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,295,379 | 47,646 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,840,365 | 49,535 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,759,288 | 55,205 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,623,310 | 49,480 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,061,569 | 47,165 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,353,416 | 53,255 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,927,546 | 58,075 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,977,420 | 55,721 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,047,607 | 35,228 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,818,597 | 35,090 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,811,894 | 35,121 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $9,989,835 | 35,435 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,172,674 | 33,860 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,500,116 | 40,294 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,282,254 | 46,229 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,370,503 | 39,797 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $8,134,091 | 39,969 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $7,001,850 | 44,397 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||