Strategic Wealth Partners, Ltd.

Position in MSFT — Microsoft Corp

CIK 1720777 INDEPENDENCE, OH

Position in MSFT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$42,050,201

-$1,317,455 QoQ

Shares Held

113,597

+26.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.72%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Strategic Wealth Partners, Ltd. holds $68,388,168 across 31 Software - Infrastructure names. MSFT ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	113,597	$42,050,201
2	ORCL	Oracle Corp	114,381	$16,826,588
3	CPAY	Corpay, Inc.	12,603	$3,667,346
4	PANW	Palo Alto Networks Inc	19,027	$3,050,408
5	PLTR	Palantir Technologies Inc.	15,872	$2,321,756
6	CRWD	CrowdStrike Holdings, Inc.	1,331	$129,908
7	NTAP	NetApp, Inc.	1,011	$103,516
8	NN	Nextnav Inc.	2,353	$37,695

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$42,050,201	113,597	+26.7%	Shares	Sole	2026-05-12
2025-12-31	$43,367,656	89,673	-6.7%	Shares	Sole	2026-05-12
2025-09-30	$49,772,405	96,095	-9.9%	Shares	Sole	2025-11-14
2025-06-30	$53,025,398	106,603	+7.7%	Shares	Sole	2025-08-11
2024-12-31	$41,706,160	98,947	+33.3%	Shares	Sole	2025-02-14
2024-09-30	$31,951,496	74,254	+3.5%	Shares	Sole	2024-10-08
2024-06-30	$32,074,919	71,764	+5.1%	Shares	Sole	2024-10-08
2024-03-31	$28,723,816	68,273	+6.6%	Shares	Sole	2024-05-20
2023-12-31	$24,078,969	64,033	+15.0%	Shares	Sole	2024-05-20
2023-09-30	$17,587,590	55,701	+4.1%	Shares	Sole	2024-05-20
2023-06-30	$18,229,106	53,530	-0.3%	Shares	Sole	2024-05-20
2023-03-31	$15,482,286	53,702	+5.6%	Shares	Sole	2023-04-24
2022-12-31	$12,195,086	50,851	+7.3%	Shares	Sole	2023-04-24
2022-09-30	$11,038,528	47,396	+7.7%	Shares	Sole	2023-04-24
2022-06-30	$11,304,629	44,016	+32.9%	Shares	Sole	2022-08-22
2022-03-31	$10,212,460	33,124	+12.9%	Shares	Sole	2022-05-19
2021-12-31	$9,866,619	29,337	+2.9%	Shares	Sole	2022-02-11
2021-09-30	$8,033,874	28,497	+10.0%	Shares	Sole	2021-11-12
2021-06-30	$7,015,767	25,898	+69.4%	Shares	Sole	2021-08-25
2021-03-31	$3,603,744	15,285	-7.9%	Shares	Sole	2021-05-24
2020-12-31	$3,690,170	16,591	+5.3%	Shares	Sole	2021-02-18
2020-09-30	$3,315,011	15,761	-10.7%	Shares	Sole	2020-11-10
2020-06-30	$3,592,562	17,653	+15.7%	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.