Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,547,819
-$5,542,161 QoQ
Shares Held
25,596
-37.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,473
of 6,194 holders
Holding Since
Mar 2024
10 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, 2026Dynasty Wealth Management, LLC holds $19,814,531 across 11 Software - Infrastructure names. MSFT ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
25,596 | $9,547,819 | |
| 2 | ORCL |
Oracle Corp
|
15,776 | $2,311,972 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,864 | $2,072,688 | |
| 4 | CPAY |
Corpay, Inc.
|
3,964 | $1,321,082 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,689 | $1,130,415 | |
| 6 | XYZ |
Block, Inc.
|
12,600 | $957,600 | |
| 7 | NET |
Cloudflare, Inc.
|
3,257 | $798,876 | |
| 8 | RBRK |
Rubrik, Inc.
|
8,567 | $687,758 |
All Filings in MSFT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,547,819 | 25,596 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,089,980 | 40,765 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,723,852 | 46,987 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,455,204 | 43,354 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $439,710 | 884 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,544,588 | 20,098 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,860,773 | 21,022 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,590,078 | 19,963 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,616,230 | 25,990 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,550,816 | 25,078 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||