Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,496,836
-$814,989 QoQ
Shares Held
60,310
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#1,593
of 6,179 holders
Holding Since
Dec 2022
14 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, 2026SageView Advisory Group, LLC holds $31,641,229 across 13 Software - Infrastructure names. MSFT ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
60,310 | $22,496,836 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,044 | $2,743,164 | |
| 3 | ORCL |
Oracle Corp
|
16,533 | $2,422,911 | |
| 4 | SNPS |
Synopsys Inc
|
2,809 | $1,253,010 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,912 | $689,753 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,433 | $527,377 | |
| 7 | FFIV |
F5, Inc.
|
762 | $316,961 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,612 | $307,545 |
All Filings in MSFT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,496,836 | 60,310 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $23,311,825 | 62,976 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $32,211,993 | 66,606 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,279,289 | 70,044 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,834,617 | 70,032 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,557,301 | 68,082 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $28,395,612 | 67,368 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,132,050 | 51,434 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,867,332 | 62,350 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $25,767,764 | 68,524 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $14,538,708 | 46,045 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $15,477,201 | 45,449 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,177,503 | 42,239 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $6,207,500 | 25,884 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||