Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,104,272
+$154,388 QoQ
Shares Held
8,322
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#1,472
of 2,546 holders
Holding Since
Sep 2023
12 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, 2026Nicholas Wealth, LLC. holds $10,044,642 across 6 Software - Infrastructure names. MSFT ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
8,322 | $3,104,272 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,579 | $2,243,570 | |
| 3 | PGY |
Pagaya Technologies Ltd.
|
94,131 | $1,717,890 | |
| 4 | ORCL |
Oracle Corp
|
9,124 | $1,337,122 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,634 | $1,123,998 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,714 | $517,790 |
All Filings in MSFT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,104,272 | 8,322 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,949,884 | 7,969 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,811,892 | 7,882 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,330,257 | 4,499 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,975,712 | 3,972 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,514,323 | 4,034 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $3,590,337 | 8,518 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,367,958 | 7,827 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,010,035 | 8,972 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,619,454 | 8,603 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,140,686 | 8,352 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,108,894 | 6,679 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||