Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,389,153
+$94,954 QoQ
Shares Held
19,809
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.56%
of 13F equity value
Holder Rank
#2,786
of 6,193 holders
Holding Since
Dec 2021
19 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, 2026Thrive Wealth Management, LLC holds $12,148,426 across 7 Software - Infrastructure names. MSFT ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
19,809 | $7,389,153 | |
| 2 | ORCL |
Oracle Corp
|
12,220 | $1,790,841 | |
| 3 | FTNT |
Fortinet, Inc.
|
7,090 | $1,089,165 | |
| 4 | VRSN |
Verisign Inc/Ca
|
3,114 | $783,357 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,824 | $562,816 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,354 | $461,741 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,496 | $71,353 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,389,153 | 19,809 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,294,199 | 19,705 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $9,846,503 | 20,360 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $10,914,242 | 21,072 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $10,615,724 | 21,342 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,985,671 | 21,273 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $9,519,999 | 22,586 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,136,577 | 23,557 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $10,710,262 | 23,963 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,425,020 | 24,779 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $9,170,111 | 24,386 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,726,757 | 18,137 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,377,633 | 18,728 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $6,140,790 | 21,300 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,418,154 | 14,253 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,122,723 | 13,408 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,044,462 | 11,854 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,018,663 | 9,791 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,926,320 | 8,701 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||