NICOLA WEALTH MANAGEMENT LTD.

Position in MSFT — Microsoft Corp

CIK 1734493 VANCOUVER, A1

Position in MSFT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$25,014,721

+$5,373,501 QoQ

Shares Held

67,060

+26.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.93%

of 13F equity value

Holder Rank

#1,525

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NICOLA WEALTH MANAGEMENT LTD. holds $43,169,770 across 2 Software - Infrastructure names. MSFT ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MSFT	Microsoft Corp This page	67,060	$25,014,721
2	SNPS	Synopsys Inc	40,700	$18,155,049

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,014,721	67,060	+26.4%	Shares	Sole	2026-08-06
2026-03-31	$19,641,220	53,060	-20.3%	Shares	Sole	2026-05-07
2025-12-31	$32,189,747	66,560	0.0%	Shares	Sole	2026-02-09
2025-09-30	$34,474,752	66,560	-9.5%	Shares	Sole	2025-10-31
2025-06-30	$36,589,479	73,560	0.0%	Shares	Sole	2025-08-11
2025-03-31	$27,613,688	73,560	+6.4%	Shares	Sole	2025-06-06
2024-12-31	$29,150,940	69,160	0.0%	Shares	Sole	2025-02-06
2024-09-30	$29,759,548	69,160	+18.9%	Shares	Sole	2024-11-06
2024-06-30	$25,994,612	58,160	0.0%	Shares	Sole	2024-07-31
2024-03-31	$24,469,075	58,160	0.0%	Shares	Sole	2024-05-10
2023-12-31	$21,870,486	58,160	0.0%	Shares	Sole	2024-02-08
2023-09-30	$18,364,020	58,160	-3.3%	Shares	Sole	2023-11-14
2023-06-30	$20,486,886	60,160	-33.3%	Shares	Sole	2023-08-10
2023-03-31	$25,993,128	90,160	0.0%	Shares	Sole	2023-05-10
2022-12-31	$21,622,171	90,160	-5.7%	Shares	Sole	2023-02-09
2022-09-30	$22,279,214	95,660	-3.6%	Shares	Sole	2022-11-14
2022-06-30	$25,481,644	99,216	-3.2%	Shares	Defined	2022-08-11
2022-03-31	$31,587,900	102,455	+41.0%	Shares	Defined	2022-05-09
2021-12-31	$24,435,329	72,655	-2.2%	Shares	Defined	2022-02-09
2021-09-30	$20,933,969	74,255	-3.9%	Shares	Defined	2021-11-12
2021-06-30	$20,928,379	77,255	0.0%	Shares	Defined	2021-08-12
2021-03-31	$18,214,411	77,255	-16.6%	Shares	Defined	2021-05-07
2020-12-31	$20,600,317	92,619	+25.2%	Shares	Defined	2021-02-09
2020-09-30	$15,556,636	73,963	-23.9%	Shares	Defined	2020-11-09
2020-06-30	$19,769,774	97,144	-9.3%	Shares	Defined	2020-08-12
2020-03-31	$16,897,679	107,144	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.