Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,941,569
+$77,023 QoQ
Shares Held
5,205
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#4,526
of 6,215 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Selective Wealth Management, Inc. holds $10,497,574 across 4 Software - Infrastructure names. MSFT ranks #3 (18.5% of the industry book) .
All Filings in MSFT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941,569 | 5,205 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,864,546 | 5,037 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,344,589 | 4,848 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,329,739 | 4,498 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,285,101 | 4,594 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,739,932 | 4,635 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,916,560 | 4,547 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,880,411 | 4,370 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,773,944 | 3,969 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,712,751 | 4,071 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $1,524,466 | 4,054 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,290,786 | 4,088 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,610,754 | 4,730 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $1,060,963 | 4,424 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,034,774 | 4,443 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,506,307 | 5,865 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,697,554 | 5,506 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,237,200 | 6,652 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,865,464 | 6,617 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,248,036 | 4,607 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $458,336 | 1,944 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $98,754 | 444 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $25,449 | 121 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $48,027 | 236 | Shares | Other | 2020-07-15 | |
| 2020-03-31 | $29,333 | 186 | Shares | Other | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||