Pasadena Private Wealth, LLC

Position in MSFT — Microsoft Corp

CIK 1760578 PASADENA, CA

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,933,429

+$362,599 QoQ

Shares Held

7,864

+13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#4,008

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026

CallValue

$698

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Pasadena Private Wealth, LLC holds $3,935,797 across 5 Software - Infrastructure names. MSFT ranks #1 (74.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	7,864	$2,933,429
2	PLTR	Palantir Technologies Inc.	2,805	$327,259
3	CRWD	CrowdStrike Holdings, Inc.	1,632	$311,361
4	DOCN	DigitalOcean Holdings, Inc.	1,420	$222,982
5	PATH	UiPath, Inc.	12,950	$140,766

All Filings in MSFT

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698	100	0.0%	Call	Sole	2026-08-11
2026-06-30	$2,933,429	7,864	+13.2%	Shares	Sole	2026-08-11
2026-03-31	$2,570,830	6,945	+0.2%	Shares	Sole	2026-04-22
2026-03-31	$547	100	0.0%	Call	Sole	2026-04-22
2025-12-31	$3,351,486	6,930	-2.7%	Shares	Sole	2026-02-10
2025-12-31	$4,007	100	-90.0%	Call	Sole	2026-02-10
2025-09-30	$3,688,321	7,121	+11.9%	Shares	Sole	2025-10-24
2025-06-30	$3,166,512	6,366	+0.9%	Shares	Sole	2025-08-01
2025-03-31	$2,369,086	6,311	+61.0%	Shares	Sole	2025-05-08
2025-03-31	$750	1,000	—	Call	Sole	2025-05-08
2024-12-31	$1,651,858	3,919	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$1,685,054	3,916	-2.5%	Shares	Sole	2024-11-08
2024-06-30	$1,794,951	4,016	-2.3%	Shares	Sole	2024-07-19
2024-03-31	$1,728,738	4,109	-0.6%	Shares	Sole	2024-04-16
2023-12-31	$1,554,549	4,134	+3.5%	Shares	Sole	2024-01-10
2023-09-30	$1,261,737	3,996	-0.6%	Shares	Sole	2023-10-11
2023-06-30	$1,369,311	4,021	-2.4%	Shares	Sole	2023-07-12
2023-03-31	$1,187,507	4,119	-1.1%	Shares	Sole	2023-04-20
2022-12-31	$998,850	4,165	-0.8%	Shares	Sole	2023-02-02
2022-09-30	$977,481	4,197	+4.7%	Shares	Sole	2022-11-18
2022-06-30	$1,029,888	4,010	-0.2%	Shares	Sole	2022-08-08
2022-03-31	$1,238,481	4,017	-35.4%	Shares	Sole	2022-04-21
2021-12-31	$2,091,910	6,220	+6.4%	Shares	Sole	2022-02-14
2021-09-30	$1,648,668	5,848	+4.1%	Shares	Sole	2021-11-09
2021-06-30	$1,521,916	5,618	-0.1%	Shares	Sole	2021-08-09
2021-03-31	$1,326,442	5,626	+2.5%	Shares	Sole	2021-04-30
2020-12-31	$1,221,308	5,491	-5.3%	Shares	Sole	2021-02-10
2020-09-30	$1,219,493	5,798	+2.2%	Shares	Sole	2020-11-09
2020-06-30	$1,154,105	5,671	+10.2%	Shares	Sole	2020-08-05
2020-03-31	$811,891	5,148	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.