Kingsview Wealth Management, LLC

Position in MSFT — Microsoft Corp

CIK 1791965 GRANTS PASS, OR

Back to MSFT Full portfolio

Position in MSFT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$93,007,803

-$18,579,289 QoQ

Shares Held

251,257

+8.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 7% Shared 0% None 93%

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

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 Mar 31, 2026

Kingsview Wealth Management, LLC holds $200,107,678 across 16 Software - Infrastructure names. MSFT ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	251,257	$93,007,803
2	PLTR	Palantir Technologies Inc.	422,311	$61,775,652
3	ORCL	Oracle Corp	153,770	$22,621,104
4	CRWD	CrowdStrike Holdings, Inc.	17,678	$6,901,667
5	DOX	Amdocs Ltd	91,926	$5,999,090
6	PANW	Palo Alto Networks Inc	22,221	$3,562,470
7	CRWV	CoreWeave, Inc.	13,353	$1,034,456
8	CHKP	Check Point Software Technologies Ltd	6,338	$905,383

All Filings in MSFT

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,017	100	-88.9%	Call	Sole	2026-05-12
2026-03-31	$93,007,803	251,257	+8.9%	Shares	Sole	2026-05-12
2025-12-31	$111,587,092	230,733	-21.0%	Shares	Defined	2026-02-09
2025-09-30	$151,316,502	292,145	+36.6%	Shares	Sole	2025-11-12
2025-06-30	$106,370,132	213,848	-0.6%	Shares	Sole	2025-08-08
2025-03-31	$80,741,508	215,087	+1.2%	Shares	Defined	2025-05-02
2024-12-31	$89,616,379	212,613	+1.0%	Shares	Sole	2025-01-28
2024-09-30	$90,580,300	210,505	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$93,248,965	208,634	+2.2%	Shares	Sole	2024-08-14
2024-03-31	$85,872,737	204,109	+4.9%	Shares	Sole	2024-05-09
2023-12-31	$73,193,929	194,644	+0.4%	Shares	Defined	2024-02-08
2023-09-30	$61,183,824	193,773	+0.9%	Shares	Sole	2023-11-07
2023-06-30	$65,391,512	192,023	-1.0%	Shares	Defined	2023-08-10
2023-03-31	$55,909,442	193,928	-5.4%	Shares	Defined	2023-05-15
2022-12-31	$49,148,710	204,940	-6.0%	Shares	Sole	2023-02-13
2022-09-30	$50,798,982	218,115	+2.6%	Shares	Defined	2022-11-15
2022-06-30	$54,611,303	212,636	-7.8%	Shares	Defined	2022-08-16
2022-03-31	$71,136,366	230,730	-5.0%	Shares	Defined	2024-02-08
2021-12-31	$81,716,342	242,972	-0.1%	Shares	Defined	2022-02-17
2021-12-31	$1,177,120	3,500	-18.6%	Put	Sole	2022-02-17
2021-09-30	$68,555,049	243,172	+15.2%	Shares	Defined	2021-12-03
2021-09-30	$24,000	4,300	+65.4%	Put	Sole	2021-12-03
2021-09-30	$253,728	900	+350.0%	Call	Sole	2021-12-03
2021-06-30	$54,180	200	0.0%	Call	Sole	2021-08-17
2021-06-30	$164,540	2,600	0.0%	Put	Sole	2021-08-17
2021-06-30	$57,206,765	211,173	+7.1%	Shares	Defined	2021-08-17
2021-03-31	$378,232	2,600	+116.7%	Put	Sole	2021-05-24
2021-03-31	$9,000	200	0.0%	Call	Sole	2021-05-24
2021-03-31	$46,469,558	197,097	+11.4%	Shares	Defined	2021-05-24
2020-12-31	$223,420	1,200	+1100.0%	Put	Sole	2021-02-16
2020-12-31	$7,000	200	0.0%	Call	Sole	2021-02-16
2020-12-31	$39,335,866	176,854	+7.2%	Shares	Sole	2021-02-16
2020-09-30	$21,033	100	-90.0%	Put	Sole	2020-11-19
2020-09-30	$34,710,339	165,028	+6.3%	Shares	Sole	2020-11-19
2020-06-30	$3,000	200	0.0%	Call	Sole	2020-08-14
2020-06-30	$203,510	1,000	+233.3%	Put	Sole	2020-08-14
2020-06-30	$31,589,229	155,222	+4.5%	Shares	Sole	2020-08-14
2020-03-31	$47,313	300	—	Put	Sole	2020-05-11
2020-03-31	$23,425,454	148,535	—	Shares	Sole	2020-05-11
2020-03-31	$3,000	200	—	Call	Sole	2020-05-11
No filing history on record for this holder in this stock.