Position in MSFT
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$1,377,935
+$25,334 QoQ
Shares Held
3,694
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#4,850
of 6,092 holders
Holding Since
Dec 2022
15 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, 2026Global Wealth Strategies & Associates holds $1,678,415 across 2 Software - Infrastructure names. MSFT ranks #1 (82.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
3,694 | $1,377,935 | |
| 2 | FTNT |
Fortinet, Inc.
|
1,956 | $300,480 |
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,377,935 | 3,694 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $1,352,601 | 3,654 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $1,574,666 | 3,256 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $1,661,065 | 3,207 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $1,395,732 | 2,806 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,205,001 | 3,210 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $1,324,774 | 3,143 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $1,289,609 | 2,997 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,328,335 | 2,972 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,355,980 | 3,223 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $1,170,236 | 3,112 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $993,349 | 3,146 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,070,657 | 3,144 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $906,415 | 3,144 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $989,976 | 4,128 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||