Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,045,601
+$261,126 QoQ
Shares Held
18,888
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#2,849
of 6,189 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $15,642,509 across 15 Software - Infrastructure names. MSFT ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
18,888 | $7,045,601 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
23,235 | $2,710,827 | |
| 3 | ORCL |
Oracle Corp
|
9,336 | $1,368,190 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,788 | $735,532 | |
| 5 | NET |
Cloudflare, Inc.
|
2,063 | $506,012 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,964 | $475,245 | |
| 7 | RBRK |
Rubrik, Inc.
|
5,377 | $431,665 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,697 | $426,897 |
All Filings in MSFT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,045,601 | 18,888 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,784,475 | 18,328 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,875,751 | 16,285 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,404,774 | 16,227 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,972,693 | 14,018 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,496,796 | 11,979 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||