Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,320,650
+$1,305,730 QoQ
Shares Held
24,987
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#2,516
of 6,215 holders
Holding Since
Sep 2022
14 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, 2026Rothschild Wealth LLC holds $17,990,853 across 21 Software - Infrastructure names. MSFT ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
24,987 | $9,320,650 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,614 | $1,232,446 | |
| 3 | ORCL |
Oracle Corp
|
8,046 | $1,179,141 | |
| 4 | FTNT |
Fortinet, Inc.
|
5,445 | $836,460 | |
| 5 | SNPS |
Synopsys Inc
|
1,488 | $663,752 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,960 | $564,723 | |
| 7 | XYZ |
Block, Inc.
|
6,512 | $494,912 | |
| 8 | NET |
Cloudflare, Inc.
|
1,961 | $480,994 |
All Filings in MSFT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,320,650 | 24,987 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,014,920 | 21,652 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,568,526 | 13,582 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,013,756 | 9,680 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,314,036 | 8,673 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,804,538 | 7,471 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,820,678 | 6,692 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,790,065 | 6,484 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,534,653 | 5,671 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,265,156 | 5,384 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $2,003,056 | 5,882 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,807,352 | 6,269 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $727,853 | 3,035 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $793,490 | 3,407 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||