Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,261,980
-$100 QoQ
Shares Held
35,553
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.82%
of 13F equity value
Holder Rank
#2,127
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, 2026Aries Wealth Management holds $15,230,787 across 7 Software - Infrastructure names. MSFT ranks #1 (87.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
35,553 | $13,261,980 | |
| 2 | ORCL |
Oracle Corp
|
3,761 | $551,174 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,400 | $477,428 | |
| 4 | SNPS |
Synopsys Inc
|
817 | $364,439 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
2,023 | $265,882 | |
| 6 | TOST |
Toast, Inc.
|
7,710 | $214,492 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,000 | $95,392 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,261,980 | 35,553 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,262,080 | 35,827 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,242,020 | 35,652 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,414,676 | 35,553 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,518,282 | 35,219 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $13,352,622 | 35,570 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $14,628,157 | 34,705 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $15,147,850 | 35,203 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $15,096,630 | 33,777 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $14,192,989 | 33,735 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,302,038 | 35,374 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $11,310,796 | 35,822 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $11,857,602 | 34,820 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $10,147,295 | 35,197 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $8,533,035 | 35,581 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $8,227,658 | 35,327 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $9,093,322 | 35,406 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $831,203 | 2,696 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $12,290,814 | 36,545 | Shares | Sole | 2022-06-06 | |
| 2021-09-30 | $10,202,684 | 36,190 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $9,833,399 | 36,299 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $8,553,499 | 36,279 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $7,812,057 | 35,123 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $7,477,231 | 35,550 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $7,776,117 | 38,210 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $6,072,781 | 38,506 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||