Position in MSFT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,377,016
+$1,267,588 QoQ
Shares Held
11,734
+39.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.88%
of 13F equity value
Holder Rank
#655
of 1,291 holders
Holding Since
Dec 2021
19 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, 2026Abound Wealth Management holds $6,181,041 across 31 Software - Infrastructure names. MSFT ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,734 | $4,377,016 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,300 | $851,691 | |
| 3 | NTSK |
Netskope Inc
|
45,306 | $495,647 | |
| 4 | ORCL |
Oracle Corp
|
756 | $110,791 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
400 | $76,314 | |
| 6 | PANW |
Palo Alto Networks Inc
|
211 | $71,955 | |
| 7 | TWLO |
Twilio Inc
|
250 | $51,582 | |
| 8 | ZS |
Zscaler, Inc.
|
300 | $42,345 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,377,016 | 11,734 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,109,428 | 8,400 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,683,733 | 7,617 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,185,392 | 6,150 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,995,403 | 6,022 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,113,821 | 5,631 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,378,946 | 5,644 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,421,728 | 5,628 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,524,373 | 5,648 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,361,501 | 5,613 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,105,447 | 5,599 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $1,792,828 | 5,678 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $1,833,126 | 5,383 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $1,430,544 | 4,962 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $1,096,217 | 4,571 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $1,020,567 | 4,382 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $976,724 | 3,803 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $1,185,143 | 3,844 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $1,193,936 | 3,550 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||