Envestnet Portfolio Solutions, Inc.

Position in MSFT — Microsoft Corp

CIK 1998033 BERWYN, PA

Position in MSFT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$129,242,104

+$10,543,022 QoQ

Shares Held

346,475

+8.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.48%

of 13F equity value

Holder Rank

#650

of 6,179 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $184,049,747 across 18 Software - Infrastructure names. MSFT ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	346,475	$129,242,104
2	ORCL	Oracle Corp	117,271	$17,186,065
3	PLTR	Palantir Technologies Inc.	110,588	$12,902,301
4	PANW	Palo Alto Networks Inc	24,253	$8,270,758
5	FTNT	Fortinet, Inc.	40,608	$6,238,200
6	MDB	MongoDB, Inc.	7,243	$2,432,923
7	NET	Cloudflare, Inc.	7,229	$1,773,129
8	CRWD	CrowdStrike Holdings, Inc.	24,420	$1,164,742

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,242,104	346,475	+8.1%	Shares	Sole	2026-07-20
2026-03-31	$118,699,082	320,661	-32.7%	Shares	Sole	2026-04-29
2025-12-31	$230,378,190	476,362	+2.2%	Shares	Sole	2026-02-06
2025-09-30	$241,440,838	466,147	-1.6%	Shares	Sole	2025-10-30
2025-06-30	$235,553,479	473,560	+3.9%	Shares	Sole	2025-07-25
2025-03-31	$171,132,042	455,878	-17.5%	Shares	Sole	2025-04-21
2024-12-31	$233,051,986	552,911	+7.3%	Shares	Sole	2025-02-10
2024-09-30	$221,756,395	515,353	+0.9%	Shares	Sole	2024-10-31
2024-06-30	$228,305,188	510,807	+2.0%	Shares	Sole	2024-07-16
2024-03-31	$210,597,286	500,564	+17.4%	Shares	Sole	2024-05-06
2023-12-31	$160,364,138	426,455	-3.8%	Shares	Sole	2024-02-07
2023-09-30	$139,932,190	443,174	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.