Centerpoint Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1733788 NEEDHAM, MA

Position in MSFT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,784,181

+$16,904 QoQ

Shares Held

20,868

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

9.06%

of 13F equity value

Holder Rank

#2,719

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Centerpoint Advisors, LLC holds $9,137,843 across 6 Software - Infrastructure names. MSFT ranks #1 (85.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	20,868	$7,784,181
2	ORCL	Oracle Corp	6,759	$990,531
3	PLTR	Palantir Technologies Inc.	2,192	$255,740
4	PANW	Palo Alto Networks Inc	244	$83,208
5	CRWD	CrowdStrike Holdings, Inc.	80	$15,262
6	SNPS	Synopsys Inc	20	$8,921

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,784,181	20,868	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$7,767,277	20,983	-7.2%	Shares	Sole	2026-05-07
2025-12-31	$10,938,033	22,617	-0.4%	Shares	Sole	2026-02-13
2025-09-30	$11,764,716	22,714	+0.9%	Shares	Sole	2025-11-06
2025-06-30	$11,194,212	22,505	-1.3%	Shares	Sole	2025-08-01
2025-03-31	$8,560,018	22,803	-0.7%	Shares	Sole	2025-05-13
2024-12-31	$9,675,532	22,955	-3.0%	Shares	Sole	2025-01-31
2024-09-30	$10,183,049	23,665	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$10,562,322	23,632	+1.1%	Shares	Sole	2024-07-30
2024-03-31	$9,834,330	23,375	-0.9%	Shares	Sole	2024-05-02
2023-12-31	$8,874,167	23,599	+4.3%	Shares	Sole	2024-01-16
2023-09-30	$7,147,001	22,635	+0.3%	Shares	Sole	2023-11-01
2023-06-30	$7,684,625	22,566	-0.7%	Shares	Sole	2023-07-17
2023-03-31	$6,554,788	22,736	-1.4%	Shares	Sole	2023-05-03
2022-12-31	$5,531,208	23,064	+6.5%	Shares	Sole	2023-01-24
2022-09-30	$5,044,148	21,658	+2.1%	Shares	Sole	2022-10-13
2022-06-30	$5,445,823	21,204	+1.6%	Shares	Sole	2022-07-18
2022-03-31	$6,434,738	20,871	-0.6%	Shares	Sole	2022-04-27
2021-12-31	$7,061,711	20,997	-0.2%	Shares	Sole	2022-01-14
2021-09-30	$5,929,341	21,032	-0.8%	Shares	Sole	2021-10-25
2021-06-30	$5,744,434	21,205	+22.3%	Shares	Sole	2021-07-26
2021-03-31	$4,086,365	17,332	-0.9%	Shares	Sole	2021-04-23
2020-12-31	$3,888,346	17,482	+0.0%	Shares	Sole	2021-01-22
2020-09-30	$3,675,727	17,476	-1.3%	Shares	Sole	2020-10-13
2020-06-30	$3,603,144	17,705	+2.6%	Shares	Sole	2020-07-31
2020-03-31	$2,720,655	17,251	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.