Heritage Family Offices, LLP

Family Office

Position in MSFT — Microsoft Corp

CIK 2019316 SCOTTSDALE, AZ

Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,417,302

+$360,980 QoQ

Shares Held

11,842

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.77%

of 13F equity value

Holder Rank

#3,509

of 6,194 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Family Offices, LLP holds $5,614,080 across 5 Software - Infrastructure names. MSFT ranks #1 (78.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	11,842	$4,417,302
2	ORCL	Oracle Corp	2,355	$345,125
3	PLTR	Palantir Technologies Inc.	2,778	$324,109
4	PANW	Palo Alto Networks Inc	819	$279,295
5	FTNT	Fortinet, Inc.	1,616	$248,249

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,417,302	11,842	+8.1%	Shares	Sole	2026-07-29
2026-03-31	$4,056,322	10,958	+19.2%	Shares	Sole	2026-04-08
2025-12-31	$4,446,885	9,195	+4.2%	Shares	Sole	2026-01-12
2025-09-30	$4,568,836	8,821	-4.8%	Shares	Sole	2025-10-07
2025-06-30	$4,607,508	9,263	0.0%	Shares	Sole	2025-07-09
2025-03-31	$3,477,237	9,263	+3.3%	Shares	Sole	2025-04-10
2024-12-31	$3,780,012	8,968	+22.2%	Shares	Sole	2025-01-14
2024-09-30	$3,157,541	7,338	-3.9%	Shares	Sole	2024-10-16
2024-06-30	$3,412,910	7,636	—	Shares	Sole	2024-08-01
No filing history on record for this holder in this stock.