Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,993,498
-$535,760 QoQ
Shares Held
53,599
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
#1,696
of 6,194 holders
Holding Since
Mar 2020
25 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, 2026Aprio Wealth Management, LLC holds $27,921,575 across 9 Software - Infrastructure names. MSFT ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
53,599 | $19,993,498 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,728 | $2,294,382 | |
| 3 | ORCL |
Oracle Corp
|
11,821 | $1,732,367 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,445 | $1,335,288 | |
| 5 | FTNT |
Fortinet, Inc.
|
5,664 | $870,103 | |
| 6 | NET |
Cloudflare, Inc.
|
2,676 | $656,369 | |
| 7 | GEN |
Gen Digital Inc.
|
16,094 | $400,579 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
7,784 | $371,267 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,993,498 | 53,599 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,529,258 | 55,459 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,755,624 | 36,714 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $18,171,239 | 35,083 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,765,409 | 31,695 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,352,466 | 24,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,927,150 | 18,807 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $7,040,568 | 16,362 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,425,627 | 16,614 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,216,189 | 17,152 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,363,834 | 14,264 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $4,154,638 | 13,158 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,002,366 | 11,753 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,691,681 | 12,805 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,813,998 | 7,564 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,674,551 | 7,190 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $967,992 | 3,769 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $869,742 | 2,821 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $891,584 | 2,651 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $762,875 | 2,706 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $730,888 | 2,698 | Shares | Sole | 2021-07-23 | |
| 2020-12-31 | $1,365,436 | 6,139 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,346,322 | 6,401 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,317,727 | 6,475 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,059,653 | 6,719 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||