Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$15,033,079
+$171,494 QoQ
Shares Held
40,301
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.97%
of 13F equity value
Holder Rank
#1,988
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, 2026BRADY FAMILY WEALTH, LLC holds $15,411,445 across 2 Software - Infrastructure names. MSFT ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
40,301 | $15,033,079 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,463 | $378,366 |
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,033,079 | 40,301 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,861,585 | 40,148 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $18,904,705 | 39,090 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $20,677,599 | 39,922 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $21,308,049 | 42,838 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $16,690,214 | 44,461 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $18,935,466 | 44,924 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $19,676,758 | 45,728 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $20,557,018 | 45,994 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $19,156,223 | 45,532 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,974,821 | 45,141 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,052,138 | 44,504 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $15,160,159 | 44,518 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $12,970,905 | 44,991 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $10,917,565 | 45,524 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||