Position in MSFT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$68,635
-$27,238 QoQ
Shares Held
184
-29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#6,134
of 6,179 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $261,659 across 11 Software - Infrastructure names. MSFT ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
629 | $73,385 | |
| 2 | MSFT |
Microsoft Corp
This page
|
184 | $68,635 | |
| 3 | VRSN |
Verisign Inc/Ca
|
245 | $61,631 | |
| 4 | FTNT |
Fortinet, Inc.
|
260 | $39,941 | |
| 5 | CRWV |
CoreWeave, Inc.
|
73 | $7,266 | |
| 6 | ORCL |
Oracle Corp
|
32 | $4,689 | |
| 7 | PANW |
Palo Alto Networks Inc
|
10 | $3,410 | |
| 8 | SNPS |
Synopsys Inc
|
2 | $892 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,635 | 184 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $95,873 | 259 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $123,806 | 256 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||