Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,933,495
+$65,959 QoQ
Shares Held
10,545
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.65%
of 13F equity value
Holder Rank
#1,453
of 2,743 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Great Point Wealth Advisors, LLC holds $26,374,386 across 2 Software - Infrastructure names. MSFT ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
|
806,646 | $22,440,891 | |
| 2 | MSFT |
Microsoft Corp
This page
|
10,545 | $3,933,495 |
All Filings in MSFT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,933,495 | 10,545 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,867,536 | 10,448 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,064,952 | 10,473 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,464,890 | 10,551 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $4,641,697 | 12,365 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,250,204 | 12,456 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,428,664 | 12,616 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,587,321 | 12,501 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,290,974 | 12,576 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,937,405 | 13,130 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $4,256,310 | 13,480 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,340,522 | 12,746 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,704,366 | 12,849 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,088,162 | 12,877 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,090,350 | 13,269 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,446,401 | 13,419 | Shares | Sole | 2022-08-25 | |
| 2022-03-31 | $4,137,211 | 13,419 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,350,756 | 9,963 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,849,647 | 10,108 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,793,249 | 10,311 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,499,633 | 10,602 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,271,797 | 10,214 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,969,950 | 9,366 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,906,074 | 9,366 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,438,157 | 9,119 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||