Financial Symmetry’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
ATO
Financial Symmetry's MSFT Position: Q2 2026 in Review
Financial Symmetry increased its Microsoft (MSFT) stake by 22% in Q2 2026, buying an estimated $158K and bringing the position to 2,193 shares worth $818K. The position accounts for 0.27% of the portfolio, ranked #30.
Financial Symmetry first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q3 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Financial Symmetry held 2,193 shares of Microsoft worth $818K as of Q2 2026.
- Financial Symmetry bought 390 Microsoft shares in Q2 2026, an estimated $158K.
- Microsoft made up 0.27% of Financial Symmetry's portfolio in Q2 2026, its #30 holding.
- Financial Symmetry first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
- Financial Symmetry's Microsoft position peaked at $1.23M in Q3 2025.
- 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.