Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,274,862
+$1,008,311 QoQ
Shares Held
43,630
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#1,908
of 6,194 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $29,884,794 across 9 Software - Infrastructure names. MSFT ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
43,630 | $16,274,862 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
26,852 | $3,132,822 | |
| 3 | ORCL |
Oracle Corp
|
19,604 | $2,872,966 | |
| 4 | XYZ |
Block, Inc.
|
34,264 | $2,604,064 | |
| 5 | FTNT |
Fortinet, Inc.
|
11,340 | $1,742,050 | |
| 6 | PANW |
Palo Alto Networks Inc
|
4,827 | $1,646,103 | |
| 7 | OKTA |
Okta, Inc.
|
6,606 | $901,388 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
7,820 | $372,984 |
All Filings in MSFT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,274,862 | 43,630 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,266,551 | 41,242 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $17,979,057 | 37,176 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $16,688,349 | 32,220 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $16,330,965 | 32,832 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,592,716 | 25,554 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,312,840 | 24,467 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,982,099 | 23,198 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,614,788 | 21,512 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,905,328 | 18,790 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,237,265 | 19,246 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,586,229 | 20,859 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,662,839 | 16,629 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,639,323 | 16,092 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,894,006 | 20,407 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $5,038,558 | 21,634 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,279,558 | 16,663 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,583,802 | 18,111 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,603,332 | 10,714 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,849,647 | 10,108 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,760,741 | 10,191 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||