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Equibles

Kingsview Wealth Management, LLC

Position in MSFT — Microsoft Corp

CIK 1791965 GRANTS PASS, OR
Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$97,889,773
+$4,881,970 QoQ
Shares Held
262,425
+4.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
—
not a current holder
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)

Derivatives in MSFT

reported options exposure · as of Mar 31, 2026
CallValue
$37,017
CallShares
100
PutValue
$0
PutShares
0

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

Kingsview Wealth Management, LLC holds $200,059,155 across 18 Software - Infrastructure names. MSFT ranks #1 (48.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page 		262,425 $97,889,773
2 PLTR
Palantir Technologies Inc.
 431,899 $50,389,655
3 ORCL
Oracle Corp
 151,984 $22,273,255
4 CRWD
CrowdStrike Holdings, Inc.
 50,540 $9,642,273
5 PANW
Palo Alto Networks Inc
 20,822 $7,100,718
6 DOX
Amdocs Ltd
 71,823 $3,629,933
7 CRWV
CoreWeave, Inc.
 18,039 $1,795,602
8 FTNT
Fortinet, Inc.
 9,389 $1,442,338

All Filings in MSFT

Export CSV
41 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $97,889,773 262,425
2026-03-31 $37,017 100
2026-03-31 $93,007,803 251,257
2025-12-31 $111,587,092 230,733
2025-09-30 $151,316,502 292,145
2025-06-30 $106,370,132 213,848
2025-03-31 $80,741,508 215,087
2024-12-31 $89,616,379 212,613
2024-09-30 $90,580,300 210,505
2024-06-30 $93,248,965 208,634
2024-03-31 $85,872,737 204,109
2023-12-31 $73,193,929 194,644
2023-09-30 $61,183,824 193,773
2023-06-30 $65,391,512 192,023
2023-03-31 $55,909,442 193,928
2022-12-31 $49,148,710 204,940
2022-09-30 $50,798,982 218,115
2022-06-30 $54,611,303 212,636
2022-03-31 $71,136,366 230,730
2021-12-31 $81,716,342 242,972
2021-12-31 $1,177,120 3,500
2021-09-30 $68,555,049 243,172
2021-09-30 $24,000 4,300
2021-09-30 $253,728 900
2021-06-30 $54,180 200
2021-06-30 $164,540 2,600
2021-06-30 $57,206,765 211,173
2021-03-31 $378,232 2,600
2021-03-31 $9,000 200
2021-03-31 $46,469,558 197,097
2020-12-31 $223,420 1,200
2020-12-31 $7,000 200
2020-12-31 $39,335,866 176,854
2020-09-30 $21,033 100
2020-09-30 $34,710,339 165,028
2020-06-30 $3,000 200
2020-06-30 $203,510 1,000
2020-06-30 $31,589,229 155,222
2020-03-31 $47,313 300
2020-03-31 $23,425,454 148,535
2020-03-31 $3,000 200