Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,381,865
+$419,566 QoQ
Shares Held
11,747
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#3,510
of 6,179 holders
Holding Since
Jun 2023
13 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, 2026Impact Partnership Wealth, LLC holds $16,623,269 across 22 Software - Infrastructure names. MSFT ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,747 | $4,381,865 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
10,566 | $1,232,735 | |
| 3 | ORCL |
Oracle Corp
|
8,091 | $1,185,736 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,820 | $1,110,368 | |
| 5 | FTNT |
Fortinet, Inc.
|
6,007 | $922,795 | |
| 6 | PANW |
Palo Alto Networks Inc
|
2,577 | $878,808 | |
| 7 | NET |
Cloudflare, Inc.
|
3,007 | $737,556 | |
| 8 | RBRK |
Rubrik, Inc.
|
8,097 | $650,027 |
All Filings in MSFT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,381,865 | 11,747 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,962,299 | 10,704 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,322,111 | 8,937 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,714,219 | 7,171 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,026,739 | 6,085 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,858,555 | 4,951 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,080,945 | 4,937 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,608,031 | 3,737 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,756,513 | 3,930 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,016,459 | 2,416 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $853,234 | 2,269 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,980,374 | 6,272 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $912,983 | 2,681 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||