Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,445,212
-$1,668,316 QoQ
Shares Held
9,236
-33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.48%
of 13F equity value
Holder Rank
#3,831
of 6,189 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Waterway Wealth Management, LLC holds $5,378,994 across 4 Software - Infrastructure names. MSFT ranks #1 (64.0% of the industry book) .
All Filings in MSFT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,445,212 | 9,236 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,113,528 | 13,814 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,366,373 | 13,164 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,927,258 | 9,513 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,447,342 | 8,941 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,221,182 | 5,917 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,984,843 | 4,709 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,973,786 | 4,587 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,930,824 | 4,320 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,696,343 | 4,032 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,439,105 | 3,827 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||