Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$34,916,910
+$103,533 QoQ
Shares Held
93,606
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.74%
of 13F equity value
Holder Rank
#1,267
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $44,273,141 across 7 Software - Infrastructure names. MSFT ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
93,606 | $34,916,910 | |
| 2 | PANW |
Palo Alto Networks Inc
|
11,984 | $4,086,783 | |
| 3 | ORCL |
Oracle Corp
|
23,040 | $3,376,512 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,588 | $1,066,106 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,782 | $324,575 | |
| 6 | AEVA |
Aeva Technologies, Inc.
|
9,684 | $278,124 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,459 | $224,131 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,916,910 | 93,606 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,813,377 | 94,047 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $44,853,820 | 92,746 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $47,951,293 | 92,579 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $46,816,229 | 94,120 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $34,440,906 | 91,747 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $38,069,037 | 90,318 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $37,427,924 | 86,981 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,538,061 | 77,275 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $32,583,081 | 77,446 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $31,779,140 | 84,510 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $26,664,771 | 84,449 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $26,879,162 | 78,931 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $24,141,377 | 83,737 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,267,188 | 84,510 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $14,320,555 | 61,488 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $15,765,766 | 61,386 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $18,671,561 | 60,561 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $19,873,148 | 59,090 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $16,760,707 | 59,452 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $15,783,717 | 58,264 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $13,722,992 | 58,205 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $12,992,441 | 58,414 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $11,985,865 | 56,986 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $11,796,660 | 57,966 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $7,813,111 | 49,541 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||