Symmetry Partners’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 | $6.61M | Buy |
17,734
+530
| +3% | +$214K | 0.34% | 37 |
|
|
2026
Q1 | $6.37M | Buy |
17,204
+961
| +6% | +$402K | 0.36% | 36 |
|
|
2025
Q4 | $7.86M | Sell |
16,243
-326
| -2% | -$163K | 0.46% | 33 |
|
|
2025
Q3 | $8.58M | Buy |
16,569
+2,096
| +14% | +$1.07M | 0.93% | 26 |
|
|
2025
Q2 | $7.2M | Sell |
14,473
-1,187
| -8% | -$515K | 0.89% | 27 |
|
|
2025
Q1 | $5.88M | Buy |
15,660
+333
| +2% | +$136K | 0.82% | 31 |
|
|
2024
Q4 | $6.46M | Buy |
15,327
+11,256
| +276% | +$4.79M | 0.92% | 30 |
|
|
2024
Q3 | $1.75M | Sell |
4,071
-51,235
| -93% | -$21.9M | 0.42% | 37 |
|
|
2024
Q2 | $24.7M | Sell |
55,306
-3,579
| -6% | -$1.51M | 1.27% | 21 |
|
|
2024
Q1 | $24.8M | Sell |
58,885
-3,541
| -6% | -$1.43M | 1.94% | 11 |
|
|
2023
Q4 | $23.4M | Sell |
62,426
-4,168
| -6% | -$1.48M | 1.27% | 22 |
|
|
2023
Q3 | $21M | Sell |
66,594
-2,373
| -3% | -$784K | 1.14% | 24 |
|
|
2023
Q2 | $23.5M | Sell |
68,967
-1,328
| -2% | -$416K | 1.24% | 22 |
|
|
2023
Q1 | $20.3M | Sell |
70,295
-4,153
| -6% | -$1.06M | 1.12% | 26 |
|
|
2022
Q4 | $17.9M | Sell |
74,448
-3,520
| -5% | -$845K | 1.06% | 26 |
|
|
2022
Q3 | $18.2M | Sell |
77,968
-9,714
| -11% | -$2.56M | 1.22% | 24 |
|
|
2022
Q2 | $22.5M | Sell |
87,682
-469
| -0.5% | -$127K | 1.51% | 20 |
|
|
2022
Q1 | $27.2M | Buy |
88,151
+5,162
| +6% | +$1.55M | 1.71% | 18 |
|
|
2021
Q4 | $27.9M | Sell |
82,989
-912
| -1% | -$296K | 1.78% | 15 |
|
|
2021
Q3 | $24.2M | Sell |
83,901
-2,403
| -3% | -$699K | 1.59% | 18 |
|
|
2021
Q2 | $23.4M | Sell |
86,304
-7,536
| -8% | -$1.92M | 1.56% | 16 |
|
|
2021
Q1 | $22.1M | Sell |
93,840
-15,414
| -14% | -$3.58M | 1.59% | 17 |
|
|
2020
Q4 | $24.3M | Sell |
109,254
-17,898
| -14% | -$3.85M | 1.89% | 10 |
|
|
2020
Q3 | $26.7M | Buy |
127,152
+62,676
| +97% | +$13.2M | 2.28% | 10 |
|
|
2020
Q2 | $13.1M | Sell |
64,476
-17,569
| -21% | -$3.19M | 1.64% | 17 |
|
|
2020
Q1 | $12.9M | Buy |
82,045
+3,304
| +4% | +$543K | 2.87% | 10 |
|
|
2019
Q4 | $12.4M | Buy |
78,741
+3,624
| +5% | +$532K | 2.56% | 11 |
|
|
2019
Q3 | $10.4M | Hold |
75,117
| – | – | 2.16% | 11 |
|
|
2019
Q2 | $10.1M | Buy |
75,117
+15,742
| +27% | +$2M | 2.06% | 11 |
|
|
2019
Q1 | $7M | Sell |
59,375
-11,843
| -17% | -$1.29M | 1.2% | 17 |
|
|
2018
Q4 | $7.23M | Buy |
+71,218
| New | +$7.63M | 1.84% | 13 |
|
|
2017
Q2 | – | Sell |
-545
| Closed | -$36K | – | 43 |
|
|
2017
Q1 | $36K | Buy |
+545
| New | +$34.9K | 0.02% | 45 |
|
Other funds holding MSFT
ATO
Symmetry Partners's MSFT Position: Q2 2026 in Review
Symmetry Partners increased its Microsoft (MSFT) stake by 3.1% in Q2 2026, buying an estimated $214K and bringing the position to 17,734 shares worth $6.61M. The position accounts for 0.34% of the portfolio, ranked #37.
Symmetry Partners first reported a position in MSFT in Q1 2017 and has held it in 32 quarters since. The position peaked at $27.9M in Q4 2021. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Symmetry Partners held 17,734 shares of Microsoft worth $6.61M as of Q2 2026.
- Symmetry Partners bought 530 Microsoft shares in Q2 2026, an estimated $214K.
- Microsoft made up 0.34% of Symmetry Partners's portfolio in Q2 2026, its #37 holding.
- Symmetry Partners first reported a position in Microsoft in Q1 2017 and has held it in 32 quarters since.
- Symmetry Partners's Microsoft position peaked at $27.9M in Q4 2021.
- 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.