Rothschild Wealth LLC

Position in MSFT — Microsoft Corp

CIK 1811345 OAK BROOK, IL

Position in MSFT

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$8,014,920

+$1,446,394 QoQ

Shares Held

21,652

+59.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Rothschild Wealth LLC holds $12,284,939 across 15 Software - Infrastructure names. MSFT ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	21,652	$8,014,920
2	ORCL	Oracle Corp	6,059	$891,339
3	PLTR	Palantir Technologies Inc.	5,476	$801,029
4	FTNT	Fortinet, Inc.	5,566	$454,853
5	PANW	Palo Alto Networks Inc	2,450	$392,784
6	NTNX	Nutanix, Inc.	7,472	$284,010
7	SNPS	Synopsys Inc	669	$265,245
8	VRSN	Verisign Inc/Ca	1,018	$252,830

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,014,920	21,652	+59.4%	Shares	Sole	2026-05-06
2025-12-31	$6,568,526	13,582	+40.3%	Shares	Sole	2026-02-17
2025-09-30	$5,013,756	9,680	+11.6%	Shares	Sole	2025-11-14
2025-06-30	$4,314,036	8,673	+16.1%	Shares	Sole	2025-08-14
2025-03-31	$2,804,538	7,471	+11.6%	Shares	Sole	2025-05-15
2024-12-31	$2,820,678	6,692	+3.2%	Shares	Sole	2025-02-14
2024-09-30	$2,790,065	6,484	+14.3%	Shares	Sole	2024-11-14
2024-06-30	$2,534,653	5,671	+5.3%	Shares	Sole	2024-08-13
2024-03-31	$2,265,156	5,384	-8.5%	Shares	Sole	2024-05-15
2023-06-30	$2,003,056	5,882	-6.2%	Shares	Sole	2023-08-14
2023-03-31	$1,807,352	6,269	+106.6%	Shares	Sole	2023-05-16
2022-12-31	$727,853	3,035	-10.9%	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.