Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,846,675
-$1,901,979 QoQ
Shares Held
29,078
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.54%
of 13F equity value
Holder Rank
#2,325
of 6,189 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, 2026WealthShield Partners, LLC holds $23,909,006 across 6 Software - Infrastructure names. MSFT ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
29,078 | $10,846,675 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
37,000 | $7,059,045 | |
| 3 | PANW |
Palo Alto Networks Inc
|
15,673 | $5,344,806 | |
| 4 | ORCL |
Oracle Corp
|
1,636 | $239,755 | |
| 5 | SNPS |
Synopsys Inc
|
487 | $217,236 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,727 | $201,489 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,846,675 | 29,078 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,748,654 | 34,440 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $15,426,994 | 31,899 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,184,901 | 31,248 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,499,793 | 31,161 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,712,168 | 31,200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,096,189 | 23,953 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,059,140 | 25,701 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,594,055 | 23,703 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $10,019,446 | 23,815 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $9,567,585 | 25,443 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $8,874,469 | 28,106 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,285,678 | 24,331 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,244,114 | 25,127 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,839,617 | 24,350 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,283,336 | 22,685 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,645,123 | 21,980 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,694,800 | 24,958 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,944,887 | 23,623 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,738,229 | 16,807 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,386,846 | 19,885 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,992,057 | 16,932 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,705,295 | 21,155 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,657,218 | 17,388 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $2,942,958 | 14,461 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $1,167,842 | 7,405 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||