Sincerus Advisory’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$342K Buy
918
+31
+3% +$12.5K 0.23% 60
2026
Q1
$329K Buy
887
+61
+7% +$25.5K 0.25% 59
2025
Q4
$400K Buy
826
+32
+4% +$16K 0.32% 51
2025
Q3
$411K Buy
794
+29
+4% +$14.8K 0.35% 48
2025
Q2
$393K Buy
765
+25
+3% +$10.9K 0.37% 47
2025
Q1
$278K Sell
740
-35
-5% -$14.3K 0.29% 53
2024
Q4
$327K Buy
+775
New +$330K 0.35% 50

Other funds holding MSFT

Sincerus Advisory's MSFT Position: Q2 2026 in Review

Sincerus Advisory increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $12.5K and bringing the position to 918 shares worth $342K. The position accounts for 0.23% of the portfolio, ranked #60.

Sincerus Advisory first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q3 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sincerus Advisory held 918 shares of Microsoft worth $342K as of Q2 2026.
  • Sincerus Advisory bought 31 Microsoft shares in Q2 2026, an estimated $12.5K.
  • Microsoft made up 0.23% of Sincerus Advisory's portfolio in Q2 2026, its #60 holding.
  • Sincerus Advisory first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Sincerus Advisory's Microsoft position peaked at $411K in Q3 2025.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.