Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,532,525
+$585,887 QoQ
Shares Held
25,555
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.73%
of 13F equity value
Holder Rank
#2,476
of 6,194 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $11,690,686 across 26 Software - Infrastructure names. MSFT ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
25,555 | $9,532,525 | |
| 2 | ORCL |
Oracle Corp
|
12,691 | $1,859,865 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
404 | $77,076 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
487 | $56,818 | |
| 5 | PANW |
Palo Alto Networks Inc
|
136 | $46,378 | |
| 6 | FTNT |
Fortinet, Inc.
|
200 | $30,723 | |
| 7 | AKAM |
Akamai Technologies Inc
|
210 | $24,824 | |
| 8 | VRSN |
Verisign Inc/Ca
|
48 | $12,074 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,532,525 | 25,555 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $8,946,638 | 24,169 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,043,104 | 24,902 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,032,139 | 25,161 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $12,387,995 | 24,905 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $9,319,056 | 24,825 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $11,190,824 | 26,550 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $11,683,935 | 27,153 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $12,475,714 | 27,913 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $11,902,588 | 28,291 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $11,344,750 | 30,169 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $9,760,779 | 30,913 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $10,425,631 | 30,615 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $8,746,445 | 30,338 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $9,725,900 | 40,555 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,003,535 | 30,071 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,652,249 | 29,795 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,238,508 | 29,965 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $10,125,586 | 30,107 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $8,411,364 | 29,836 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $7,279,895 | 26,873 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $6,675,119 | 28,312 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $6,129,227 | 27,557 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $5,366,149 | 25,513 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,915,784 | 24,155 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,143,199 | 26,271 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||