Position in MSFT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$31,435,141
+$7,650,238 QoQ
Shares Held
84,272
+31.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.97%
of 13F equity value
Holder Rank
#1,345
of 6,189 holders
Holding Since
Dec 2021
18 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, 2026Confluence Wealth Services, Inc. holds $39,215,162 across 7 Software - Infrastructure names. MSFT ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
84,272 | $31,435,141 | |
| 2 | ORCL |
Oracle Corp
|
35,762 | $5,240,921 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,397 | $817,424 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
11,956 | $570,256 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,975 | $457,019 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,914 | $456,646 | |
| 7 | SNPS |
Synopsys Inc
|
533 | $237,755 |
All Filings in MSFT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,435,141 | 84,272 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $23,784,903 | 64,254 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $28,416,060 | 58,757 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $31,937,832 | 61,662 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $29,532,723 | 59,373 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $22,338,708 | 59,508 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $23,355,736 | 55,411 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $23,857,983 | 55,445 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $26,586,373 | 59,484 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $23,194,293 | 55,130 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $20,047,820 | 53,313 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $16,082,094 | 50,933 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $16,991,583 | 49,896 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $14,279,210 | 49,529 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,181,607 | 46,625 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,899,952 | 46,801 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $15,430,915 | 50,050 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $16,911,514 | 50,284 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||