Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,456,763
+$1,279,082 QoQ
Shares Held
38,756
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#2,025
of 6,194 holders
Holding Since
Mar 2024
10 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, 2026Triad Wealth Partners, LLC holds $26,014,732 across 8 Software - Infrastructure names. MSFT ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
38,756 | $14,456,763 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
40,760 | $7,776,396 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,576 | $1,233,901 | |
| 4 | ORCL |
Oracle Corp
|
6,702 | $982,178 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,740 | $934,394 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,701 | $261,307 | |
| 7 | XYZ |
Block, Inc.
|
2,471 | $187,796 | |
| 8 | NET |
Cloudflare, Inc.
|
742 | $181,997 |
All Filings in MSFT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,456,763 | 38,756 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,177,681 | 35,599 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $14,834,559 | 30,674 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $13,961,860 | 26,956 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,396,657 | 22,912 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,720,943 | 15,240 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,974,762 | 14,175 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,889,498 | 11,363 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,443,576 | 9,942 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,952,192 | 7,017 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||