Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,186,709
-$1,195 QoQ
Shares Held
8,543
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#3,919
of 6,194 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, 2026Flatrock Wealth Partners LLC holds $3,588,118 across 2 Software - Infrastructure names. MSFT ranks #1 (88.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
8,543 | $3,186,709 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,613 | $401,409 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,186,709 | 8,543 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,187,904 | 8,612 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,749,022 | 7,752 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||