Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,086,047
-$7,463,598 QoQ
Shares Held
40,443
-33.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#1,983
of 6,194 holders
Holding Since
Dec 2022
15 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, 2026Gateway Wealth Partners, LLC holds $20,243,172 across 8 Software - Infrastructure names. MSFT ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
40,443 | $15,086,047 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
7,332 | $1,398,835 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,852 | $1,266,102 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,525 | $861,075 | |
| 5 | NET |
Cloudflare, Inc.
|
2,420 | $593,577 | |
| 6 | QLYS |
Qualys, Inc.
|
3,730 | $512,837 | |
| 7 | ORCL |
Oracle Corp
|
2,538 | $371,943 | |
| 8 | PATH |
UiPath, Inc.
|
14,053 | $152,756 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,086,047 | 40,443 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $22,549,645 | 60,917 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,221,182 | 19,067 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,711,401 | 16,819 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,088,881 | 16,262 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,762,611 | 15,351 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,211,224 | 14,736 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,967,400 | 13,868 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,054,831 | 13,547 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,108,330 | 9,765 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,101,953 | 8,249 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,305,567 | 13,636 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,312,258 | 12,663 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,057,421 | 10,605 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,439,928 | 10,174 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||