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Financial Synergies Wealth Advisors’s Microsoft MSFT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.14M Buy
5,724
+56
+1% +$22.7K 0.18% 46
2026
Q1 		$2.1M Buy
5,668
+748
+15% +$313K 0.2% 45
2025
Q4 		$2.38M Buy
4,920
+889
+22% +$445K 0.23% 38
2025
Q3 		$2.09M Buy
4,031
+56
+1% +$28.6K 0.21% 37
2025
Q2 		$1.98M Buy
3,975
+535
+16% +$232K 0.22% 37
2025
Q1 		$1.29M Buy
3,440
+145
+4% +$59.1K 0.16% 40
2024
Q4 		$1.39M Sell
3,295
-114
-3% -$48.6K 0.17% 36
2024
Q3 		$1.47M Buy
3,409
+384
+13% +$164K 0.18% 36
2024
Q2 		$1.35M Buy
3,025
+424
+16% +$179K 0.18% 37
2024
Q1 		$1.09M Buy
2,601
+1,540
+145% +$623K 0.14% 41
2023
Q4 		$254K Sell
1,061
-1,513
-59% -$539K 0.04% 62
2023
Q3 		$813K Buy
2,574
+1,314
+104% +$434K 0.12% 44
2023
Q2 		$429K Sell
1,260
-47
-4% -$14.7K 0.06% 55
2023
Q1 		$377K Buy
1,307
+246
+23% +$62.8K 0.06% 58
2022
Q4 		$254K Buy
1,061
+228
+27% +$54.7K 0.04% 62
2022
Q3 		$194K Sell
833
-21
-2% -$5.54K 0.03% 66
2022
Q2 		$219K Buy
854
+48
+6% +$13K 0.04% 64
2022
Q1 		$248K Sell
806
-932
-54% -$280K 0.04% 55
2021
Q4 		$585K Buy
1,738
+678
+64% +$220K 0.08% 46
2021
Q3 		$299K Buy
1,060
+161
+18% +$46.8K 0.04% 56
2021
Q2 		$244K Sell
899
-9
-1% -$2.29K 0.03% 57
2021
Q1 		$214K Sell
908
-117
-11% -$27.1K 0.03% 56
2020
Q4 		$228K Buy
1,025
+9
+0.9% +$1.94K 0.04% 52
2020
Q3 		$214K Sell
1,016
-457
-31% -$96K 0.05% 60
2020
Q2 		$300K Sell
1,473
-110
-7% -$20K 0.1% 46
2020
Q1 		$250K Buy
+1,583
New +$260K 0.14% 32

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Financial Synergies Wealth Advisors's MSFT Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Microsoft (MSFT) stake by 0.99% in Q2 2026, buying an estimated $22.7K and bringing the position to 5,724 shares worth $2.14M. The position accounts for 0.18% of the portfolio, ranked #46.

Financial Synergies Wealth Advisors first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.38M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Synergies Wealth Advisors held 5,724 shares of Microsoft worth $2.14M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 56 Microsoft shares in Q2 2026, an estimated $22.7K.
  • Microsoft made up 0.18% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Financial Synergies Wealth Advisors first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Financial Synergies Wealth Advisors's Microsoft position peaked at $2.38M in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.