Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,220,268
-$1,037,769 QoQ
Shares Held
38,122
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#2,040
of 6,179 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $16,435,763 across 17 Software - Infrastructure names. MSFT ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
38,122 | $14,220,268 | |
| 2 | ORCL |
Oracle Corp
|
8,776 | $1,286,122 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,904 | $688,819 | |
| 4 | PANW |
Palo Alto Networks Inc
|
312 | $106,398 | |
| 5 | APPN |
Appian Corp
|
3,014 | $69,020 | |
| 6 | VRSN |
Verisign Inc/Ca
|
119 | $29,935 | |
| 7 | CRWV |
CoreWeave, Inc.
|
146 | $14,532 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
56 | $7,360 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,220,268 | 38,122 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,258,037 | 41,219 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $19,686,235 | 40,706 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $20,172,080 | 38,946 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $19,391,031 | 38,984 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,191,282 | 40,468 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $18,476,452 | 43,835 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,961,582 | 41,742 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $17,390,377 | 38,909 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,771,530 | 37,487 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,800,511 | 31,381 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $8,739,328 | 27,678 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $8,378,986 | 24,605 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,659,040 | 19,629 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,478,158 | 18,673 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $5,367,180 | 23,045 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,972,067 | 23,253 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,102,071 | 19,792 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $6,312,053 | 18,768 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,346,672 | 11,871 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,518,070 | 16,678 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,929,342 | 16,666 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,124,778 | 14,049 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||