Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$212,866,474
-$123,824,240 QoQ
Shares Held
570,657
-37.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
4.38%
of 13F equity value
Holder Rank
#507
of 6,223 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $327,702,261 across 88 Software - Infrastructure names. MSFT ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,866,474 | 570,657 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $336,690,714 | 909,557 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $159,432,103 | 329,664 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $162,195,006 | 313,148 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $157,392,461 | 316,424 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $116,023,664 | 309,075 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $126,945,684 | 301,176 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $132,022,494 | 306,815 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $135,108,962 | 302,291 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $64,528,350 | 153,376 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $57,793,963 | 153,691 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $55,433,070 | 175,560 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $51,307,118 | 150,664 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $43,373,581 | 150,446 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $35,232,675 | 146,913 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,014,040 | 141,752 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $40,498,238 | 157,685 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $47,638,211 | 154,514 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $48,888,147 | 145,362 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,233,930 | 142,714 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $40,910,234 | 151,016 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $35,167,688 | 149,161 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $32,549,610 | 146,343 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $28,472,161 | 135,369 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $27,702,391 | 136,123 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $20,081,529 | 127,332 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||