Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,548,978
-$75,555 QoQ
Shares Held
12,195
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#1,036
of 2,134 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $7,500,343 across 26 Software - Infrastructure names. MSFT ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,195 | $4,548,978 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,524 | $1,883,794 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,974 | $376,609 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,738 | $202,772 | |
| 5 | ORCL |
Oracle Corp
|
1,236 | $181,135 | |
| 6 | TOST |
Toast, Inc.
|
3,025 | $84,155 | |
| 7 | NET |
Cloudflare, Inc.
|
245 | $60,093 | |
| 8 | TWLO |
Twilio Inc
|
243 | $50,138 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,548,978 | 12,195 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,624,533 | 12,493 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,930,148 | 12,262 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,415,328 | 12,386 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,012,692 | 12,088 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,648,078 | 12,382 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,097,621 | 12,094 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,105,509 | 11,865 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,448,320 | 12,190 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,120,583 | 12,171 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,708,772 | 12,522 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,621,632 | 14,637 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,188,467 | 15,236 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,372,357 | 15,166 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,616,005 | 15,078 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,949,051 | 16,956 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,440,333 | 17,289 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,278,883 | 17,122 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $5,331,344 | 15,852 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $4,582,326 | 16,254 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $4,433,819 | 16,367 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $3,747,799 | 15,896 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $3,264,680 | 14,678 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||