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Castleview Partners, LLC

Position in MSFT — Microsoft Corp

CIK 1737088 DALLAS, TX

Position in MSFT

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$1,596,525
+$110,663 QoQ
Shares Held
4,280
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#4,757
of 6,194 holders
Holding Since
Jun 2021
17 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, 2026

Castleview Partners, LLC holds $2,481,942 across 3 Software - Infrastructure names. MSFT ranks #1 (64.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page
4,280 $1,596,525

All Filings in MSFT

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,596,525 4,280
2026-03-31 $1,485,862 4,014
2025-12-31 $2,178,708 4,505
2025-09-30 $2,201,287 4,250
2025-06-30 $2,102,054 4,226
2025-03-31 $1,888,211 5,030
2024-06-30 $3,030,767 6,781
2024-03-31 $2,945,460 7,001
2023-12-31 $2,630,775 6,996
2023-09-30 $1,439,820 4,560
2023-06-30 $1,636,635 4,806
2023-03-31 $1,538,368 5,336
2022-12-31 $1,292,389 5,389
2022-09-30 $1,199,202 5,149
2022-03-31 $2,363,196 7,665
2021-12-31 $11,872,000 3,992,816
2021-06-30 $4,471,475 16,506