Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,712,428
+$374,577 QoQ
Shares Held
15,314
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
#3,149
of 6,194 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $9,282,908 across 6 Software - Infrastructure names. MSFT ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
15,314 | $5,712,428 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
6,304 | $1,202,708 | |
| 3 | ORCL |
Oracle Corp
|
7,268 | $1,065,125 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,690 | $576,323 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,124 | $481,147 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,596 | $245,177 |
All Filings in MSFT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,712,428 | 15,314 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,337,851 | 14,420 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,275,200 | 8,840 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,851,664 | 34,466 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,163,321 | 8,370 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||