Position in MSFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$139,554
-$42,770 QoQ
Shares Held
377
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $563,729 across 8 Software - Infrastructure names. MSFT ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
2,300 | $336,444 | |
| 2 | MSFT |
Microsoft Corp
This page
|
377 | $139,554 | |
| 3 | CRWV |
CoreWeave, Inc.
|
525 | $40,671 | |
| 4 | ORCL |
Oracle Corp
|
128 | $18,830 | |
| 5 | INFQ |
Infleqtion, Inc.
|
1,500 | $14,715 | |
| 6 | CPAY |
Corpay, Inc.
|
27 | $7,856 | |
| 7 | DBX |
Dropbox, Inc.
|
150 | $3,408 | |
| 8 | WIX |
Wix.com Ltd.
|
25 | $2,251 |
All Filings in MSFT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,554 | 377 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $182,324 | 377 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $285,908 | 552 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $274,570 | 552 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $207,215 | 552 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $169,443 | 402 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||