Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,389,139
+$1,050,747 QoQ
Shares Held
49,298
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.91%
of 13F equity value
Holder Rank
#1,777
of 6,194 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, 2026Keebeck Wealth Management holds $22,993,644 across 8 Software - Infrastructure names. MSFT ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
49,298 | $18,389,139 | |
| 2 | ORCL |
Oracle Corp
|
9,775 | $1,432,526 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,763 | $672,369 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,953 | $666,012 | |
| 5 | RELY |
Remitly Global, Inc.
|
27,828 | $623,625 | |
| 6 | PATH |
UiPath, Inc.
|
42,000 | $456,540 | |
| 7 | NET |
Cloudflare, Inc.
|
1,675 | $410,844 | |
| 8 | ZETA |
Zeta Global Holdings Corp.
|
17,408 | $342,589 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,389,139 | 49,298 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $17,338,392 | 46,839 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $21,544,787 | 44,549 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $22,272,367 | 43,001 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $21,463,738 | 43,151 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $15,759,622 | 41,982 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $18,052,423 | 42,829 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $18,437,064 | 42,847 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $18,485,852 | 41,360 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $17,655,935 | 41,966 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $16,292,309 | 43,326 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $13,424,742 | 42,517 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $14,385,431 | 42,243 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $10,312,491 | 35,770 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $8,768,298 | 36,562 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $10,893,431 | 46,773 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $11,115,088 | 43,278 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $15,377,269 | 49,876 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,364,779 | 45,685 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $12,594,776 | 44,675 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $12,842,826 | 47,408 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,544,341 | 44,723 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,881,897 | 44,429 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,120,329 | 43,362 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $8,197,789 | 40,282 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,202,576 | 39,329 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||