Portside Wealth Group, LLC

Position in MSFT — Microsoft Corp

CIK 1978608 Provo, UT

Position in MSFT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$16,309,926

+$679,869 QoQ

Shares Held

43,724

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.86%

of 13F equity value

Holder Rank

#1,901

of 6,179 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Portside Wealth Group, LLC holds $29,697,458 across 17 Software - Infrastructure names. MSFT ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	43,724	$16,309,926
2	ORCL	Oracle Corp	36,778	$5,389,815
3	PLTR	Palantir Technologies Inc.	11,791	$1,375,655
4	PANW	Palo Alto Networks Inc	3,219	$1,097,742
5	RBRK	Rubrik, Inc.	9,332	$749,172
6	XYZ	Block, Inc.	9,627	$731,652
7	NET	Cloudflare, Inc.	2,598	$637,237
8	FTNT	Fortinet, Inc.	4,092	$628,612

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,309,926	43,724	+3.6%	Shares	Other	2026-07-14
2026-03-31	$15,630,057	42,224	-9.1%	Shares	Sole	2026-05-12
2025-12-31	$22,464,148	46,450	+0.4%	Shares	Other	2026-01-21
2025-09-30	$23,959,330	46,258	+1.3%	Shares	Sole	2025-11-05
2025-06-30	$22,713,231	45,663	+2.0%	Shares	Other	2025-08-11
2025-03-31	$16,812,591	44,787	+2.4%	Shares	Other	2025-04-14
2024-12-31	$18,432,616	43,731	+3.2%	Shares	Other	2025-04-14
2024-09-30	$18,228,367	42,362	-4.2%	Shares	Other	2024-10-31
2024-06-30	$19,753,849	44,197	-4.3%	Shares	Other	2024-07-18
2024-03-31	$19,437,684	46,201	-4.1%	Shares	Other	2024-04-17
2023-12-31	$18,108,958	48,157	+18.7%	Shares	Other	2024-01-16
2023-09-30	$12,805,557	40,556	+2.3%	Shares	Other	2023-10-27
2023-06-30	$13,503,432	39,653	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.