Position in MSFT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,826,703
-$2,570,285 QoQ
Shares Held
23,845
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Ethos Financial Group, LLC holds $14,223,154 across 5 Software - Infrastructure names. MSFT ranks #1 (62.1% of the industry book) .
All Filings in MSFT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,826,703 | 23,845 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,396,988 | 23,566 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,559,090 | 22,317 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,255,393 | 22,628 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,729,590 | 41,902 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,610,586 | 13,311 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,605,087 | 13,026 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,779,063 | 12,930 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,809,722 | 13,809 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,119,408 | 13,614 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,102,855 | 12,994 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,902,247 | 11,459 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,303,629 | 11,459 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,663,920 | 11,108 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||