Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,661,524
+$1,546,117 QoQ
Shares Held
23,220
+20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.73%
of 13F equity value
Holder Rank
#2,593
of 6,222 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, 2026Madison Wealth Partners, Inc holds $11,597,588 across 7 Software - Infrastructure names. MSFT ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
23,220 | $8,661,524 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
4,672 | $891,347 | |
| 3 | ORCL |
Oracle Corp
|
5,579 | $817,602 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,528 | $528,281 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,149 | $391,831 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,937 | $297,561 | |
| 7 | DVLT |
Datavault AI Inc.
|
26,978 | $9,442 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,661,524 | 23,220 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,115,407 | 19,222 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,900,058 | 18,403 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,483,664 | 18,310 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,110,064 | 18,315 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,939,459 | 18,486 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,748,856 | 18,384 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,970,446 | 18,523 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,389,871 | 16,534 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,043,273 | 16,741 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,728,217 | 15,233 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,663,647 | 11,603 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,573,286 | 10,493 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,021,384 | 10,480 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,523,625 | 10,523 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,357,646 | 10,123 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,548,010 | 9,921 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,668,114 | 8,654 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,831,141 | 8,418 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,336,552 | 8,288 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,201,875 | 8,128 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,523,309 | 6,461 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,437,055 | 6,461 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||