Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,496,316
+$377,634 QoQ
Shares Held
9,373
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#3,810
of 6,179 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $7,481,943 across 15 Software - Infrastructure names. MSFT ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
9,373 | $3,496,316 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
25,058 | $2,923,516 | |
| 3 | ORCL |
Oracle Corp
|
3,386 | $496,218 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,244 | $237,336 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,325 | $203,546 | |
| 6 | SNPS |
Synopsys Inc
|
118 | $52,636 | |
| 7 | PANW |
Palo Alto Networks Inc
|
80 | $27,281 | |
| 8 | GRRR |
Gorilla Technology Group Inc.
|
1,196 | $23,776 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,496,316 | 9,373 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,118,682 | 8,425 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,676,479 | 7,602 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,296,233 | 6,364 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,286,387 | 6,607 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $3,395,402 | 9,045 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,000,237 | 7,118 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,246,183 | 7,544 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,422,296 | 7,657 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,229,026 | 7,675 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,831,957 | 7,531 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,303,396 | 7,295 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,170,601 | 6,374 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,830,416 | 6,349 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,564,825 | 6,525 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,264,414 | 5,429 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,765,706 | 6,875 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,166,186 | 7,026 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,458,162 | 7,309 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,005,578 | 7,114 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,892,778 | 6,987 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,656,520 | 7,026 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,403,470 | 6,310 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,210,449 | 5,755 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,165,501 | 5,727 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||