Position in MSFT
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$4,636,638
-$90,432 QoQ
Shares Held
12,430
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.66%
of 13F equity value
Holder Rank
#3,438
of 6,194 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, 2026Forefront Wealth Partners, LLC holds $11,194,167 across 8 Software - Infrastructure names. MSFT ranks #1 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,430 | $4,636,638 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,911 | $1,674,749 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
8,244 | $1,572,831 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
8,827 | $1,029,846 | |
| 5 | ORCL |
Oracle Corp
|
6,206 | $909,489 | |
| 6 | RBRK |
Rubrik, Inc.
|
6,621 | $531,533 | |
| 7 | NET |
Cloudflare, Inc.
|
1,949 | $478,050 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,627 | $361,031 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,636,638 | 12,430 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $4,727,070 | 12,770 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,808,150 | 9,942 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,014,791 | 9,682 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,096,462 | 10,246 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $3,593,983 | 9,574 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,922,900 | 9,307 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||