Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,369,622
-$146,651 QoQ
Shares Held
14,395
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.34%
of 13F equity value
Holder Rank
#3,236
of 6,194 holders
Holding Since
Dec 2022
15 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, 2026waypoint wealth counsel holds $5,369,622 across 1 Software - Infrastructure name. MSFT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
14,395 | $5,369,622 |
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,369,622 | 14,395 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $5,516,273 | 14,902 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,782,054 | 18,159 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $9,513,705 | 18,368 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $9,031,970 | 18,158 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,292,661 | 16,763 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $6,841,788 | 16,232 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,839,187 | 15,894 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $6,792,745 | 15,198 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $6,337,304 | 15,063 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $5,599,611 | 14,891 | Shares | Sole | 2024-04-03 | |
| 2023-09-30 | $4,738,775 | 15,008 | Shares | Other | 2024-04-03 | |
| 2023-06-30 | $5,057,699 | 14,852 | Shares | Other | 2024-04-02 | |
| 2023-03-31 | $4,793,275 | 16,626 | Shares | Other | 2024-04-04 | |
| 2022-12-31 | $3,927,291 | 16,376 | Shares | Sole | 2024-03-22 | |
| No filing history on record for this holder in this stock. | ||||||