Corient IA LLC

Position in MSFT — Microsoft Corp

CIK 2058426 MIAMI, FL

Position in MSFT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,212,315

+$386,836 QoQ

Shares Held

3,250

+45.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#5,051

of 6,189 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Corient IA LLC holds $5,335,140 across 6 Software - Infrastructure names. MSFT ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	7,910	$2,697,468
2	MSFT	Microsoft Corp This page	3,250	$1,212,315
3	FTNT	Fortinet, Inc.	5,650	$867,953
4	FFIV	F5, Inc.	630	$262,054
5	XYZ	Block, Inc.	2,030	$154,280
6	IOT	Samsara Inc.	4,350	$141,070

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,212,315	3,250	+45.7%	Shares	Sole	2026-08-12
2026-03-31	$825,479	2,230	-10.8%	Shares	Sole	2026-05-14
2025-12-31	$1,209,050	2,500	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,294,875	2,500	-28.6%	Shares	Sole	2025-11-12
2025-06-30	$1,740,935	3,500	+29.6%	Shares	Sole	2025-08-14
2025-03-31	$1,013,553	2,700	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.