Position in MSFT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,488,922
-$2,086,777 QoQ
Shares Held
12,034
-32.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#516
of 1,040 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Activest Wealth Management holds $6,349,323 across 54 Software - Infrastructure names. MSFT ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,034 | $4,488,922 | |
| 2 | CRWV |
CoreWeave, Inc.
|
4,004 | $398,558 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,035 | $352,955 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,053 | $239,523 | |
| 5 | ORCL |
Oracle Corp
|
843 | $123,541 | |
| 6 | BTQ |
BTQ Technologies Corp.
|
21,000 | $113,190 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
4,000 | $102,360 | |
| 8 | BRUN |
Boost Run Inc.
|
2,100 | $81,501 |
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,488,922 | 12,034 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,575,699 | 17,764 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,766,075 | 9,855 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,505,808 | 10,630 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,923,861 | 9,899 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,663,806 | 9,760 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,593,709 | 8,526 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,466,496 | 8,056 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,669,012 | 8,209 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $817,038 | 1,942 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $655,813 | 1,744 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $445,839 | 1,412 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $548,269 | 1,610 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $547,481 | 1,899 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $511,091 | 1,990 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $588,872 | 1,910 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $603,021 | 1,793 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,154,462 | 4,095 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $750,663 | 2,771 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $1,135,468 | 4,816 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||