MorganRosel Wealth Management, LLC

Position in MSFT — Microsoft Corp

CIK 1753218 HIGHLANDS RANCH, CO

Position in MSFT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,420,460

-$112,784 QoQ

Shares Held

3,808

-8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#4,898

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

MorganRosel Wealth Management, LLC holds $2,138,254 across 3 Software - Infrastructure names. MSFT ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	3,808	$1,420,460
2	ORCL	Oracle Corp	2,900	$424,995
3	FTNT	Fortinet, Inc.	1,906	$292,799

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,420,460	3,808	-8.1%	Shares	Sole	2026-08-14
2026-03-31	$1,533,244	4,142	-35.4%	Shares	Sole	2026-05-07
2025-12-31	$3,098,553	6,407	+2.5%	Shares	Sole	2026-02-13
2025-09-30	$3,238,741	6,253	+9.4%	Shares	Sole	2025-10-24
2025-06-30	$2,844,190	5,718	-6.9%	Shares	Sole	2025-08-01
2025-03-31	$2,306,771	6,145	-0.0%	Shares	Sole	2025-04-25
2024-12-31	$2,590,960	6,147	+9.2%	Shares	Sole	2025-02-04
2024-09-30	$2,423,019	5,631	+3.2%	Shares	Sole	2024-10-10
2024-06-30	$2,438,559	5,456	-4.5%	Shares	Sole	2024-07-15
2024-03-31	$2,403,152	5,712	-0.4%	Shares	Sole	2024-04-18
2023-12-31	$2,157,341	5,737	-2.8%	Shares	Sole	2024-01-19
2023-09-30	$1,863,556	5,902	+277.1%	Shares	Sole	2023-10-30
2023-06-30	$532,945	1,565	+26.8%	Shares	Sole	2023-08-04
2023-03-31	$355,762	1,234	-5.6%	Shares	Sole	2023-04-13
2022-12-31	$313,444	1,307	0.0%	Shares	Sole	2023-01-20
2022-09-30	$304,400	1,307	-1.5%	Shares	Sole	2022-10-14
2022-06-30	$340,813	1,327	+29.2%	Shares	Sole	2022-07-27
2022-03-31	$316,634	1,027	+4.8%	Shares	Sole	2022-04-22
2021-12-31	$329,593	980	0.0%	Shares	Sole	2022-01-24
2021-09-30	$276,281	980	0.0%	Shares	Sole	2021-10-26
2021-06-30	$265,482	980	+0.1%	Shares	Sole	2021-07-28
2021-03-31	$230,818	979	-80.6%	Shares	Sole	2021-04-30
2020-12-31	$1,121,664	5,043	+1.2%	Shares	Sole	2021-02-11
2020-09-30	$1,047,864	4,982	-0.5%	Shares	Sole	2020-10-13
2020-06-30	$1,018,567	5,005	-7.3%	Shares	Sole	2020-07-13
2020-03-31	$851,476	5,399	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.