MCCARTER PRIVATE WEALTH SERVICES LLC

Position in MSFT — Microsoft Corp

CIK 2036922 Boston, MA

Position in MSFT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$8,838,334

+$592,429 QoQ

Shares Held

23,694

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.24%

of 13F equity value

Holder Rank

#2,560

of 6,194 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MCCARTER PRIVATE WEALTH SERVICES LLC holds $15,673,421 across 5 Software - Infrastructure names. MSFT ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	23,694	$8,838,334
2	PANW	Palo Alto Networks Inc	15,901	$5,422,559
3	ORCL	Oracle Corp	6,438	$943,488
4	AKAM	Akamai Technologies Inc	2,200	$260,062
5	NET	Cloudflare, Inc.	852	$208,978

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,838,334	23,694	+6.4%	Shares	Other	2026-08-05
2026-03-31	$8,245,905	22,276	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$10,799,233	22,330	+2.7%	Shares	Other	2026-02-10
2025-09-30	$11,259,714	21,739	-1.5%	Shares	Other	2025-10-22
2025-06-30	$10,979,330	22,073	-0.8%	Shares	Other	2025-08-04
2025-03-31	$8,353,552	22,253	-1.1%	Shares	Other	2025-05-14
2024-12-31	$9,482,063	22,496	+4.3%	Shares	Other	2025-02-14
2024-09-30	$9,284,582	21,577	—	Shares	Other	2024-11-14
No filing history on record for this holder in this stock.