Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,006,474
+$7,556 QoQ
Shares Held
5,379
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.17%
of 13F equity value
Holder Rank
#4,479
of 6,194 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $2,378,195 across 11 Software - Infrastructure names. MSFT ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,379 | $2,006,474 | |
| 2 | ORCL |
Oracle Corp
|
1,251 | $183,334 | |
| 3 | PANW |
Palo Alto Networks Inc
|
270 | $92,075 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
350 | $40,834 | |
| 5 | XYZ |
Block, Inc.
|
254 | $19,304 | |
| 6 | CRWV |
CoreWeave, Inc.
|
174 | $17,319 | |
| 7 | ZS |
Zscaler, Inc.
|
100 | $14,115 | |
| 8 | WIX |
Wix.com Ltd.
|
100 | $4,537 |
All Filings in MSFT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,006,474 | 5,379 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,998,918 | 5,400 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||