Position in MSFT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,577,522
-$1,270,894 QoQ
Shares Held
12,366
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Redwood Wealth Management Group, LLC holds $12,320,260 across 10 Software - Infrastructure names. MSFT ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,366 | $4,577,522 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
22,445 | $3,283,254 | |
| 3 | ZETA |
Zeta Global Holdings Corp.
|
63,950 | $1,018,084 | |
| 4 | S |
SentinelOne, Inc.
|
76,278 | $982,460 | |
| 5 | IOT |
Samsara Inc.
|
29,300 | $928,517 | |
| 6 | OKTA |
Okta, Inc.
|
7,341 | $577,810 | |
| 7 | PANW |
Palo Alto Networks Inc
|
2,367 | $379,477 | |
| 8 | INFQ |
Infleqtion, Inc.
|
27,800 | $272,718 |
All Filings in MSFT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,577,522 | 12,366 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,848,416 | 12,093 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,322,615 | 12,207 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,076,857 | 12,217 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,539,215 | 12,092 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,167,590 | 12,260 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,742,336 | 11,021 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,922,707 | 11,014 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,629,602 | 11,004 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,337,245 | 11,534 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,611,864 | 11,439 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,773,864 | 11,082 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,163,804 | 10,974 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,697,975 | 11,250 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||