Position in MSFT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,955,807
-$902,029 QoQ
Shares Held
7,985
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $3,041,602 across 6 Software - Infrastructure names. MSFT ranks #1 (97.2% of the industry book) .
All Filings in MSFT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,955,807 | 7,985 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,857,836 | 7,977 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,946,779 | 7,620 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $3,824,585 | 7,689 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,949,439 | 7,857 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,308,775 | 7,850 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,400,230 | 7,902 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,755,273 | 8,402 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,586,638 | 8,525 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,144,070 | 8,361 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,651,352 | 8,397 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,800,941 | 8,225 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||