CATALYST PRIVATE WEALTH, LLC

Position in MSFT — Microsoft Corp

CIK 1831193 SAN MATEO, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,142,999

+$23,776 QoQ

Shares Held

5,745

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.17%

of 13F equity value

Holder Rank

#4,398

of 6,194 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CATALYST PRIVATE WEALTH, LLC holds $7,707,604 across 5 Software - Infrastructure names. MSFT ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IOT	Samsara Inc.	100,271	$3,251,788
2	MSFT	Microsoft Corp This page	5,745	$2,142,999
3	PLTR	Palantir Technologies Inc.	16,037	$1,871,036
4	XYZ	Block, Inc.	2,959	$224,884
5	CRWV	CoreWeave, Inc.	2,179	$216,897

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,142,999	5,745	+0.3%	Shares	Sole	2026-07-21
2026-03-31	$2,119,223	5,725	+16.7%	Shares	Sole	2026-04-13
2025-12-31	$2,372,639	4,906	+4.2%	Shares	Sole	2026-01-14
2025-09-30	$2,439,544	4,710	+4.6%	Shares	Sole	2025-10-07
2025-06-30	$2,240,334	4,504	+2.3%	Shares	Sole	2025-07-09
2025-03-31	$1,652,842	4,403	+3.2%	Shares	Sole	2025-04-08
2024-12-31	$1,798,119	4,266	+1.3%	Shares	Sole	2025-01-13
2024-09-30	$1,811,993	4,211	+2.6%	Shares	Sole	2024-10-30
2024-06-30	$1,834,729	4,105	+0.2%	Shares	Sole	2024-07-24
2024-03-31	$1,723,689	4,097	+3.1%	Shares	Sole	2024-04-11
2023-12-31	$1,493,630	3,972	+10.0%	Shares	Sole	2024-01-08
2023-09-30	$1,140,489	3,612	-0.6%	Shares	Sole	2023-10-24
2023-06-30	$1,236,841	3,632	-13.4%	Shares	Sole	2023-07-18
2023-03-31	$1,209,418	4,195	+6.9%	Shares	Sole	2023-04-20
2022-12-31	$941,293	3,925	+3.6%	Shares	Sole	2023-01-23
2022-09-30	$882,458	3,789	+8.4%	Shares	Sole	2022-10-12
2022-06-30	$897,620	3,495	+2.6%	Shares	Sole	2022-07-22
2022-03-31	$1,049,795	3,405	-0.7%	Shares	Sole	2022-04-18
2021-12-31	$1,153,241	3,429	+4.5%	Shares	Sole	2022-01-18
2021-09-30	$924,697	3,280	+4.8%	Shares	Sole	2021-10-22
2021-06-30	$847,917	3,130	+15.8%	Shares	Sole	2021-07-19
2021-03-31	$637,522	2,704	+52.0%	Shares	Sole	2021-05-13
2020-12-31	$395,685	1,779	-1.9%	Shares	Sole	2021-03-05
2020-09-30	$381,538	1,814	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.