Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,087,419
-$1,506,191 QoQ
Shares Held
5,596
-42.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#4,426
of 6,189 holders
Holding Since
Mar 2020
26 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, 2026M.D. Sass, LLC holds $14,324,921 across 2 Software - Infrastructure names. MSFT ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
35,885 | $12,237,502 | |
| 2 | MSFT |
Microsoft Corp
This page
|
5,596 | $2,087,419 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,087,419 | 5,596 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,593,610 | 9,708 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,289,709 | 8,870 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,316,595 | 8,334 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,249,871 | 8,544 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,197,947 | 8,519 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,125,642 | 9,788 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,211,776 | 9,788 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,704,321 | 8,288 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,780,117 | 6,608 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,145,574 | 8,365 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,641,248 | 8,365 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,848,617 | 8,365 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,290,944 | 11,415 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,881,536 | 20,355 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,404,750 | 27,500 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,466,048 | 29,070 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,463,109 | 27,450 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,524,582 | 28,320 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,899,398 | 28,020 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,590,618 | 28,020 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $6,310,384 | 26,765 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,586,078 | 25,115 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,486,577 | 30,840 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $7,415,904 | 36,440 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,041,200 | 31,965 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||