Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$45,559,916
+$3,509,715 QoQ
Shares Held
122,138
+7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
#1,098
of 6,194 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $77,384,560 across 32 Software - Infrastructure names. MSFT ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
122,138 | $45,559,916 | |
| 2 | ORCL |
Oracle Corp
|
135,920 | $19,919,076 | |
| 3 | PANW |
Palo Alto Networks Inc
|
12,826 | $4,373,922 | |
| 4 | CPAY |
Corpay, Inc.
|
12,483 | $4,160,209 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
16,522 | $1,927,621 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
5,140 | $980,634 | |
| 7 | NTAP |
NetApp, Inc.
|
1,011 | $156,462 | |
| 8 | TWLO |
Twilio Inc
|
225 | $46,424 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,559,916 | 122,138 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $42,050,201 | 113,597 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $43,367,656 | 89,673 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $49,772,405 | 96,095 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $53,025,398 | 106,603 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $41,706,160 | 98,947 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,951,496 | 74,254 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $32,074,919 | 71,764 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $28,723,816 | 68,273 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $24,078,969 | 64,033 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $17,587,590 | 55,701 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $18,229,106 | 53,530 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $15,482,286 | 53,702 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $12,195,086 | 50,851 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $11,038,528 | 47,396 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $11,304,629 | 44,016 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $10,212,460 | 33,124 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $9,866,619 | 29,337 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,033,874 | 28,497 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,015,767 | 25,898 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $3,603,744 | 15,285 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $3,690,170 | 16,591 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $3,315,011 | 15,761 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,592,562 | 17,653 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,406,339 | 15,258 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||