Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$384,583
+$1,458 QoQ
Shares Held
1,031
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#5,848
of 6,179 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Straight Path Wealth Management holds $3,385,682 across 6 Software - Infrastructure names. MSFT ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
17,959 | $2,095,276 | |
| 2 | MSFT |
Microsoft Corp
This page
|
1,031 | $384,583 | |
| 3 | S |
SentinelOne, Inc.
|
20,000 | $339,400 | |
| 4 | RBRK |
Rubrik, Inc.
|
4,020 | $322,725 | |
| 5 | INFQ |
Infleqtion, Inc.
|
14,500 | $193,140 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,060 | $50,558 |
All Filings in MSFT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,583 | 1,031 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $383,125 | 1,035 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $361,264 | 747 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $390,259 | 20,500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $362,611 | 729 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $263,899 | 703 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $289,570 | 687 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $301,210 | 700 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $257,443 | 576 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $242,334 | 576 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $235,549 | 746 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $207,388 | 609 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||