Measured Wealth Private Client Group, LLC
Position in MSFT — Microsoft Corp
CIK 1720235
PORTSMOUTH, NH
Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,130,317
+$3,691 QoQ
Shares Held
5,711
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#4,398
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, 2026Measured Wealth Private Client Group, LLC holds $2,306,291 across 15 Software - Infrastructure names. MSFT ranks #1 (92.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,711 | $2,130,317 | |
| 2 | ORCL |
Oracle Corp
|
477 | $69,904 | |
| 3 | SNPS |
Synopsys Inc
|
85 | $37,915 | |
| 4 | ACIW |
Aci Worldwide, Inc.
|
638 | $32,085 | |
| 5 | CPAY |
Corpay, Inc.
|
68 | $22,662 | |
| 6 | PANW |
Palo Alto Networks Inc
|
30 | $10,230 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
25 | $2,916 | |
| 8 | MDB |
MongoDB, Inc.
|
0 | $94 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,130,317 | 5,711 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,126,626 | 5,745 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,863,030 | 5,920 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,094,751 | 5,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,283,900 | 6,602 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,410,754 | 6,422 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,960,194 | 7,023 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,016,833 | 7,011 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,562,638 | 7,971 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,377,540 | 8,028 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,002,303 | 7,984 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,527,578 | 8,005 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,826,482 | 8,300 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,402,692 | 8,334 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,089,311 | 8,712 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,223,496 | 9,547 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,477,895 | 9,648 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,802,537 | 9,090 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,175,533 | 9,442 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,685,569 | 9,526 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,864,496 | 10,574 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,389,528 | 10,135 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,088,078 | 9,388 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,564,343 | 12,192 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,973,843 | 9,699 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,071,166 | 6,792 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||