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Intergy Private Wealth’s Microsoft MSFT Stock Holding History

Intergy Private Wealth’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 		$1.21M Buy
3,241
+539
+20% +$218K 0.28% 50
2026
Q1 		$1M Sell
2,702
-882
-25% -$369K 0.29% 50
2025
Q4 		$1.73M Buy
3,584
+502
+16% +$252K 0.52% 29
2025
Q3 		$1.6M Buy
3,082
+63
+2% +$32.1K 0.5% 29
2025
Q2 		$1.5M Buy
3,019
+746
+33% +$324K 0.51% 29
2025
Q1 		$853K Sell
2,273
-478
-17% -$195K 0.32% 46
2024
Q4 		$1.16M Buy
2,751
+255
+10% +$109K 0.43% 35
2024
Q3 		$1.07M Buy
2,496
+154
+7% +$65.8K 0.41% 37
2024
Q2 		$1.05M Buy
2,342
+179
+8% +$75.6K 0.43% 35
2024
Q1 		$910K Buy
2,163
+34
+2% +$13.8K 0.37% 41
2023
Q4 		$801K Sell
2,129
-40
-2% -$14.2K 0.35% 44
2023
Q3 		$685K Buy
2,169
+103
+5% +$34K 0.34% 43
2023
Q2 		$703K Buy
2,066
+449
+28% +$141K 0.34% 43
2023
Q1 		$466K Buy
1,617
+455
+39% +$116K 0.26% 47
2022
Q4 		$279K Buy
+1,162
New +$279K 0.17% 56

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Intergy Private Wealth's MSFT Position: Q2 2026 in Review

Intergy Private Wealth increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $218K and bringing the position to 3,241 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #50.

Intergy Private Wealth first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q4 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Intergy Private Wealth held 3,241 shares of Microsoft worth $1.21M as of Q2 2026.
  • Intergy Private Wealth bought 539 Microsoft shares in Q2 2026, an estimated $218K.
  • Microsoft made up 0.28% of Intergy Private Wealth's portfolio in Q2 2026, its #50 holding.
  • Intergy Private Wealth first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Intergy Private Wealth's Microsoft position peaked at $1.73M in Q4 2025.
  • 1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.