STEINBERGANNA WEALTH MANAGEMENT

Position in MSFT — Microsoft Corp

CIK 2089528 HUNTINGTON, NY

Position in MSFT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,129,637

-$240,760 QoQ

Shares Held

8,390

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.16%

of 13F equity value

Holder Rank

#3,937

of 6,193 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

STEINBERGANNA WEALTH MANAGEMENT holds $15,964,469 across 5 Software - Infrastructure names. MSFT ranks #4 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	12,906	$4,401,204
2	CRWD	CrowdStrike Holdings, Inc.	19,460	$3,712,676
3	FTNT	Fortinet, Inc.	21,854	$3,357,211
4	MSFT	Microsoft Corp This page	8,390	$3,129,637
5	INFQ	Infleqtion, Inc.	102,383	$1,363,741

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,129,637	8,390	-7.9%	Shares	Sole	2026-08-04
2026-03-31	$3,370,397	9,105	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$4,399,974	9,098	-1.3%	Shares	Sole	2026-01-26
2025-09-30	$4,775,499	9,220	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.