Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,633,148
+$407,316 QoQ
Shares Held
7,059
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#4,125
of 6,179 holders
Holding Since
Dec 2023
8 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, 2026Mosley Wealth Management holds $4,393,039 across 13 Software - Infrastructure names. MSFT ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
7,059 | $2,633,148 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,720 | $667,352 | |
| 3 | ORCL |
Oracle Corp
|
3,601 | $527,726 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,046 | $356,706 | |
| 5 | NET |
Cloudflare, Inc.
|
626 | $153,545 | |
| 6 | IOT |
Samsara Inc.
|
845 | $27,403 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
348 | $16,598 | |
| 8 | OKTA |
Okta, Inc.
|
30 | $4,093 |
All Filings in MSFT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,633,148 | 7,059 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,225,832 | 6,013 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,166,260 | 6,547 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $2,566,513 | 6,089 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,417,855 | 5,619 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,708,242 | 3,822 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,427,082 | 3,392 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,324,412 | 3,522 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||