Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$936,280
-$674,329 QoQ
Shares Held
2,510
-42.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#5,282
of 6,189 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, 2026POTENTIA WEALTH holds $1,701,271 across 2 Software - Infrastructure names. MSFT ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,510 | $936,280 | |
| 2 | ORCL |
Oracle Corp
|
5,220 | $764,991 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,280 | 2,510 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,610,609 | 4,351 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,326,485 | 17,217 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,723,831 | 16,843 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,727,555 | 17,546 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,467,969 | 17,230 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,058,439 | 16,746 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||