Quotient Wealth Partners, LLC

Position in MSFT — Microsoft Corp

CIK 2004904 DALLAS, TX

Position in MSFT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$12,933,349

+$297,967 QoQ

Shares Held

34,672

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.63%

of 13F equity value

Holder Rank

#2,152

of 6,179 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $22,430,258 across 10 Software - Infrastructure names. MSFT ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	34,672	$12,933,349
2	PANW	Palo Alto Networks Inc	9,310	$3,174,896
3	ORCL	Oracle Corp	12,695	$1,860,452
4	PLTR	Palantir Technologies Inc.	12,680	$1,479,375
5	CRWD	CrowdStrike Holdings, Inc.	4,796	$915,004
6	S	SentinelOne, Inc.	45,403	$770,488
7	FTNT	Fortinet, Inc.	3,172	$487,282
8	NET	Cloudflare, Inc.	1,570	$385,089

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,933,349	34,672	+1.6%	Shares	Sole	2026-08-03
2026-03-31	$12,635,382	34,134	+0.5%	Shares	Sole	2026-04-16
2025-12-31	$16,433,407	33,980	-3.9%	Shares	Sole	2026-01-22
2025-09-30	$18,323,517	35,377	+2.3%	Shares	Sole	2025-10-10
2025-06-30	$17,202,427	34,584	+8.1%	Shares	Sole	2025-07-29
2025-03-31	$12,004,221	31,978	-3.6%	Shares	Sole	2025-04-30
2024-12-31	$13,983,684	33,176	-0.9%	Shares	Sole	2025-01-28
2024-09-30	$14,402,571	33,471	-4.3%	Shares	Sole	2024-10-09
2024-06-30	$15,633,417	34,978	-0.7%	Shares	Sole	2024-07-24
2024-03-31	$14,813,130	35,209	-8.3%	Shares	Sole	2024-05-14
2023-12-31	$14,435,423	38,388	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.