Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,299,601
+$53,239 QoQ
Shares Held
3,484
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.93%
of 13F equity value
Holder Rank
#1,652
of 2,134 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $1,556,426 across 16 Software - Infrastructure names. MSFT ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
3,484 | $1,299,601 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,160 | $135,337 | |
| 3 | PANW |
Palo Alto Networks Inc
|
164 | $55,927 | |
| 4 | ORCL |
Oracle Corp
|
146 | $21,396 | |
| 5 | SNPS |
Synopsys Inc
|
31 | $13,828 | |
| 6 | TWLO |
Twilio Inc
|
34 | $7,015 | |
| 7 | CPAY |
Corpay, Inc.
|
16 | $5,332 | |
| 8 | NTNX |
Nutanix, Inc.
|
100 | $5,096 |
All Filings in MSFT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,299,601 | 3,484 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,246,362 | 3,367 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,048,971 | 2,169 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $996,017 | 1,923 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $960,001 | 1,930 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||