Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,231,768
-$1,903,030 QoQ
Shares Held
5,983
-46.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#4,346
of 6,189 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, 2026Aberdeen Wealth Management LLC holds $4,194,627 across 14 Software - Infrastructure names. MSFT ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,983 | $2,231,768 | |
| 2 | SNPS |
Synopsys Inc
|
1,900 | $847,533 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
3,055 | $401,515 | |
| 4 | PANW |
Palo Alto Networks Inc
|
685 | $233,596 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,735 | $202,419 | |
| 6 | ORCL |
Oracle Corp
|
815 | $119,437 | |
| 7 | FTNT |
Fortinet, Inc.
|
575 | $88,330 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
132 | $25,182 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,231,768 | 5,983 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,134,798 | 11,170 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,522,940 | 11,420 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,435,010 | 12,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,151,966 | 12,368 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,642,448 | 12,367 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,336,611 | 12,661 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $5,706,638 | 13,262 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,124,108 | 13,702 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,079,824 | 14,451 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,353,681 | 14,237 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,623,527 | 14,643 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,020,240 | 14,742 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,228,207 | 14,666 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,516,960 | 14,665 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,415,245 | 14,664 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,765,641 | 14,662 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,535,548 | 14,711 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,947,267 | 14,710 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,130,128 | 14,650 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,076,774 | 15,049 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $3,557,297 | 15,088 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,766,905 | 16,936 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,328,472 | 15,825 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,142,446 | 20,355 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,669,084 | 16,924 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||