Allegheny Financial Group

Position in MSFT — Microsoft Corp

CIK 1844148 Pittsburgh, PA

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$8,888,320

+$205,983 QoQ

Shares Held

23,828

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#2,555

of 6,189 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Allegheny Financial Group holds $13,857,791 across 4 Software - Infrastructure names. MSFT ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	23,828	$8,888,320
2	SNPS	Synopsys Inc	8,776	$3,914,710
3	ORCL	Oracle Corp	5,224	$765,577
4	FLYW	Flywire Corp	16,459	$289,184

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,888,320	23,828	+1.6%	Shares	Sole	2026-07-22
2026-03-31	$8,682,337	23,455	+1.2%	Shares	Sole	2026-04-16
2025-12-31	$11,211,278	23,182	-0.8%	Shares	Sole	2026-02-02
2025-09-30	$12,103,455	23,368	+0.7%	Shares	Sole	2025-11-06
2025-06-30	$11,543,393	23,207	+5.5%	Shares	Sole	2025-08-13
2025-03-31	$8,259,330	22,002	+7.4%	Shares	Sole	2025-05-13
2024-12-31	$8,634,427	20,485	-4.5%	Shares	Sole	2025-02-14
2024-09-30	$9,225,632	21,440	+5.4%	Shares	Sole	2024-11-14
2024-06-30	$9,087,387	20,332	+15.9%	Shares	Sole	2024-08-01
2024-03-31	$7,381,953	17,546	-25.3%	Shares	Sole	2024-05-07
2023-12-31	$8,838,444	23,504	+17.2%	Shares	Sole	2024-02-08
2023-09-30	$6,331,734	20,053	+26.0%	Shares	Sole	2023-11-14
2023-06-30	$5,417,991	15,910	-11.1%	Shares	Sole	2023-08-07
2023-03-31	$5,161,723	17,904	-0.1%	Shares	Sole	2023-05-05
2022-12-31	$4,296,615	17,916	-1.1%	Shares	Sole	2023-02-08
2022-09-30	$4,219,682	18,118	+2.3%	Shares	Sole	2022-11-01
2022-06-30	$4,548,202	17,709	+3.1%	Shares	Sole	2022-08-11
2022-03-31	$5,297,382	17,182	+0.5%	Shares	Sole	2022-05-11
2021-12-31	$5,749,390	17,095	+16.0%	Shares	Sole	2022-05-11
2021-09-30	$4,154,373	14,736	-3.2%	Shares	Sole	2021-11-05
2021-06-30	$4,123,098	15,220	+6.7%	Shares	Sole	2021-08-10
2021-03-31	$3,363,966	14,268	-1.1%	Shares	Sole	2021-05-12
2020-12-31	$3,208,186	14,424	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.