Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,617,574
+$1,108,107 QoQ
Shares Held
25,783
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
#2,464
of 6,194 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Proactive Wealth Strategies LLC holds $48,262,289 across 6 Software - Infrastructure names. MSFT ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
67,278 | $22,943,143 | |
| 2 | MSFT |
Microsoft Corp
This page
|
25,783 | $9,617,574 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
35,432 | $6,759,894 | |
| 4 | NET |
Cloudflare, Inc.
|
23,440 | $5,749,363 | |
| 5 | CRWV |
CoreWeave, Inc.
|
22,272 | $2,216,954 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
8,360 | $975,361 |
All Filings in MSFT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,617,574 | 25,783 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,509,467 | 22,988 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,062,050 | 10,467 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,829,883 | 9,325 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,520,462 | 9,088 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,428,812 | 9,134 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,836,493 | 9,102 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,769,858 | 8,761 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||