Symmetry Investments’s Microsoft MSFT Stock Holding History

Symmetry Investments’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	–	Sell	-25,000	Closed	-$9.25M	–	183
2026 Q1	$9.25M	Sell	25,000 -25,000	-50%	-$10.5M	1.01%	27
2025 Q4	$24.2M	Hold	50,000	–	–	2.1%	9
2025 Q3	$25.9M	Buy	+50,000	New	+$25.5M	1.24%	10
2025 Q2	–	Sell	-7,000	Closed	-$2.63M	–	166
2025 Q1	$2.63M	Buy	+7,000	New	+$2.85M	0.18%	85
2024 Q4	–	Sell	-50,000	Closed	-$21.5M	–	189
2024 Q3	$21.5M	Buy	+50,000	New	+$21.4M	3.02%	8
2022 Q2	–	Sell	-6,000	Closed	-$1.85M	–	125
2022 Q1	$1.85M	Buy	+6,000	New	+$1.81M	0.27%	62

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Symmetry Investments's MSFT Position: Q2 2026 in Review

Symmetry Investments reduced its Microsoft (MSFT) stake by 97% in Q2 2026, selling an estimated $9.86M and leaving 640 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #142.

Symmetry Investments first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $87.3M in Q1 2024. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Symmetry Investments held 640 shares of Microsoft worth $239K as of Q2 2026.
Symmetry Investments sold 24,361 Microsoft shares in Q2 2026, an estimated $9.86M.
Microsoft made up 0.02% of Symmetry Investments's portfolio in Q2 2026, its #142 holding.
Symmetry Investments first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
Symmetry Investments's Microsoft position peaked at $87.3M in Q1 2024.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Symmetry Investments's 13F filing for Q2 2026, filed 14 Aug 2026.