Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,231,032
+$174,368 QoQ
Shares Held
5,981
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.88%
of 13F equity value
Holder Rank
#4,352
of 6,194 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Magnolia Private Wealth, LLC holds $2,448,097 across 2 Software - Infrastructure names. MSFT ranks #1 (91.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,981 | $2,231,032 | |
| 2 | FTNT |
Fortinet, Inc.
|
1,413 | $217,065 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,231,032 | 5,981 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,056,664 | 5,556 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,619,769 | 5,417 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,190,054 | 6,159 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,934,221 | 5,899 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,218,930 | 5,911 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,174,097 | 5,158 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||