Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$860,930
+$17,313 QoQ
Shares Held
2,308
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.34%
of 13F equity value
Holder Rank
#5,349
of 6,179 holders
Holding Since
Dec 2024
7 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, 2026CURIO WEALTH, LLC holds $1,749,722 across 2 Software - Infrastructure names. MSFT ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
7,618 | $888,792 | |
| 2 | MSFT |
Microsoft Corp
This page
|
2,308 | $860,930 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,930 | 2,308 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $843,617 | 2,279 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,094,915 | 2,264 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,037,453 | 2,003 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,109,721 | 2,231 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,003 | 8 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $961,863 | 2,282 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||