Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$35,252,627
+$1,979,527 QoQ
Shares Held
94,506
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#1,264
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HOWE & RUSLING INC holds $57,878,129 across 7 Software - Infrastructure names. MSFT ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
94,506 | $35,252,627 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
81,552 | $15,558,898 | |
| 3 | ZS |
Zscaler, Inc.
|
29,920 | $4,223,208 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,948 | $1,346,346 | |
| 5 | ORCL |
Oracle Corp
|
6,095 | $893,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,013 | $309,237 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,525 | $294,591 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,252,627 | 94,506 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $33,273,100 | 89,886 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $40,143,361 | 83,006 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $42,407,674 | 81,876 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $41,068,159 | 82,564 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,336,806 | 83,478 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $33,569,103 | 79,642 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $33,309,523 | 77,410 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $32,773,949 | 73,328 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,624,526 | 68,037 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,820,520 | 66,005 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,566,376 | 65,135 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $22,521,612 | 66,135 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,322,442 | 67,022 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,954,850 | 95,717 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $24,465,679 | 105,048 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,543,572 | 111,138 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $33,966,204 | 110,169 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $36,591,616 | 108,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,037,418 | 110,093 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $29,434,097 | 108,653 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $27,503,277 | 116,653 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $29,592,091 | 133,046 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $33,917,605 | 161,259 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $33,510,770 | 164,664 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $29,481,045 | 186,932 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||