Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$36,198,979
+$2,270,308 QoQ
Shares Held
97,043
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#1,244
of 6,179 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Moran Wealth Management, LLC holds $158,144,354 across 20 Software - Infrastructure names. MSFT ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
97,043 | $36,198,979 | |
| 2 | NTAP |
NetApp, Inc.
|
209,544 | $32,429,028 | |
| 3 | PANW |
Palo Alto Networks Inc
|
66,727 | $22,755,241 | |
| 4 | FTNT |
Fortinet, Inc.
|
97,816 | $15,026,493 | |
| 5 | CPAY |
Corpay, Inc.
|
38,824 | $12,938,874 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
59,464 | $11,344,838 | |
| 7 | XYZ |
Block, Inc.
|
103,832 | $7,891,232 | |
| 8 | DOX |
Amdocs Ltd
|
87,700 | $4,432,357 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,198,979 | 97,043 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $33,928,671 | 91,657 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $46,910,655 | 96,999 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $55,525,793 | 107,203 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $54,125,669 | 108,815 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $41,407,393 | 110,305 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $44,896,494 | 106,516 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $46,002,082 | 106,907 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $49,076,897 | 109,804 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $46,625,452 | 110,823 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $42,176,646 | 112,160 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $36,015,708 | 114,064 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,015,527 | 94,014 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $27,876,880 | 96,694 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $22,374,486 | 93,297 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||