Position in MSFT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,635,759
+$94,913 QoQ
Shares Held
7,066
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
#4,134
of 6,194 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Plan A Wealth LLC holds $4,008,632 across 6 Software - Infrastructure names. MSFT ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
7,066 | $2,635,759 | |
| 2 | ORCL |
Oracle Corp
|
2,810 | $411,805 | |
| 3 | NTNX |
Nutanix, Inc.
|
5,504 | $280,483 | |
| 4 | CPAY |
Corpay, Inc.
|
747 | $248,952 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
1,728 | $227,111 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,753 | $204,522 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,635,759 | 7,066 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,540,846 | 6,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,398,397 | 7,027 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,573,855 | 6,900 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,194,864 | 6,423 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $1,916,741 | 5,106 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $1,745,431 | 4,141 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||