Marks Group Wealth Management, Inc

Position in MSFT — Microsoft Corp

CIK 1802473 MINNETONKA, MN

Position in MSFT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$12,653,210

-$1,437,310 QoQ

Shares Held

33,921

-10.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.91%

of 13F equity value

Holder Rank

#2,181

of 6,189 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 58% Shared 42% None 0%

Technology · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $22,749,270 across 6 Software - Infrastructure names. MSFT ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	33,921	$12,653,210
2	ORCL	Oracle Corp	33,279	$4,877,036
3	DOX	Amdocs Ltd	53,899	$2,724,055
4	PLTR	Palantir Technologies Inc.	14,885	$1,736,632
5	SNPS	Synopsys Inc	968	$431,794
6	NTAP	NetApp, Inc.	2,110	$326,543

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,653,210	33,921	-10.9%	Shares	Other	2026-07-28
2026-03-31	$14,090,520	38,065	-3.8%	Shares	Other	2026-05-05
2025-12-31	$19,138,294	39,573	+32.5%	Shares	Other	2026-02-11
2025-09-30	$15,467,022	29,862	-6.9%	Shares	Sole	2025-11-10
2025-06-30	$15,949,451	32,065	-1.4%	Shares	Sole	2025-07-22
2025-03-31	$12,203,928	32,510	+1.4%	Shares	Sole	2025-05-01
2024-12-31	$13,512,868	32,059	+2.2%	Shares	Sole	2025-01-29
2024-09-30	$13,503,243	31,381	+2.5%	Shares	Sole	2024-10-30
2024-06-30	$13,685,162	30,619	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$12,821,441	30,475	+1.2%	Shares	Sole	2024-04-29
2023-12-31	$11,320,683	30,105	+5.6%	Shares	Sole	2024-02-01
2023-09-30	$9,004,558	28,518	-0.4%	Shares	Other	2023-10-30
2023-06-30	$9,750,000	28,631	-0.2%	Shares	Other	2023-07-19
2023-03-31	$8,267,289	28,676	+28.0%	Shares	Other	2023-05-03
2022-12-31	$5,371,248	22,397	+183.6%	Shares	Other	2023-02-06
2022-09-30	$1,839,211	7,897	-0.3%	Shares	Other	2022-11-14
2022-06-30	$2,035,120	7,924	+3.3%	Shares	Other	2022-08-09
2022-03-31	$2,365,970	7,674	+12.5%	Shares	Other	2022-05-10
2021-12-31	$2,294,375	6,822	+13.1%	Shares	Sole	2022-03-03
2021-09-30	$1,700,259	6,031	+239.2%	Shares	Sole	2021-11-15
2021-06-30	$481,660	1,778	+3.7%	Shares	Sole	2021-08-10
2021-03-31	$404,345	1,715	+0.1%	Shares	Sole	2021-05-17
2020-12-31	$381,005	1,713	+6.3%	Shares	Sole	2021-02-08
2020-09-30	$338,841	1,611	-1.6%	Shares	Sole	2020-11-10
2020-06-30	$333,145	1,637	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.