SWS Partners

Position in MSFT — Microsoft Corp

CIK 1731731 COLUMBUS, OH

Position in MSFT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$981,042

+$9,346 QoQ

Shares Held

2,630

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#5,247

of 6,194 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SWS Partners holds $22,598,606 across 5 Software - Infrastructure names. MSFT ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	60,161	$8,208,968
2	XYZ	Block, Inc.	89,958	$6,836,808
3	NET	Cloudflare, Inc.	17,357	$4,257,324
4	ORCL	Oracle Corp	15,793	$2,314,464
5	MSFT	Microsoft Corp This page	2,630	$981,042

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981,042	2,630	+0.2%	Shares	Sole	2026-08-03
2026-03-31	$971,696	2,625	-0.9%	Shares	Sole	2026-04-21
2025-12-31	$1,281,593	2,650	+1.0%	Shares	Sole	2026-01-16
2025-09-30	$1,358,582	2,623	-15.9%	Shares	Sole	2025-10-16
2025-06-30	$1,551,421	3,119	-10.6%	Shares	Sole	2025-07-17
2025-03-31	$1,308,984	3,487	+7.7%	Shares	Sole	2025-05-27
2024-12-31	$1,364,817	3,238	+49.0%	Shares	Sole	2025-02-06
2024-09-30	$935,041	2,173	+0.4%	Shares	Sole	2024-10-15
2024-06-30	$967,646	2,165	-36.3%	Shares	Sole	2024-07-17
2024-03-31	$1,429,606	3,398	+50.3%	Shares	Sole	2024-04-30
2023-12-31	$850,226	2,261	-2.0%	Shares	Sole	2024-02-13
2023-09-30	$728,435	2,307	+1.1%	Shares	Sole	2023-11-09
2023-06-30	$777,452	2,283	-14.8%	Shares	Sole	2023-08-17
2023-03-31	$772,355	2,679	+19.8%	Shares	Sole	2023-05-09
2022-09-30	$520,764	2,236	+0.2%	Shares	Sole	2022-11-09
2022-06-30	$572,987	2,231	+0.2%	Shares	Sole	2022-07-28
2022-03-31	$686,606	2,227	-26.1%	Shares	Sole	2022-05-05
2021-12-31	$1,012,995	3,012	+297.9%	Shares	Sole	2022-01-25
2021-09-30	$213,413	757	+0.1%	Shares	Sole	2021-11-08
2021-06-30	$204,800	756	-13.9%	Shares	Sole	2021-08-09
2021-03-31	$207,006	878	-95.1%	Shares	Sole	2021-05-17
2020-09-30	$3,769,954	17,924	+17.2%	Shares	Sole	2020-11-13
2020-06-30	$3,113,703	15,300	-11.9%	Shares	Sole	2020-08-13
2020-03-31	$2,739,895	17,373	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.