Symphony Financial Services’s Microsoft MSFT Stock Holding History

Symphony Financial Services’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	$3.33M	Buy	8,923 +758	+9%	+$307K	1.5%	20
2026 Q1	$3.02M	Buy	8,165 +491	+6%	+$205K	1.55%	17
2025 Q4	$3.71M	Buy	7,674 +82	+1%	+$41.1K	1.9%	16
2025 Q3	$3.93M	Buy	7,592 +250	+3%	+$128K	2.12%	15
2025 Q2	$3.66M	Sell	7,342 -76	-1%	-$33K	2.19%	16
2025 Q1	$2.78M	Sell	7,418 -195	-3%	-$79.5K	1.82%	16
2024 Q4	$3.22M	Sell	7,613 -1,939	-20%	-$826K	2.58%	12
2024 Q3	$3.29M	Buy	9,552 +1,887	+25%	+$807K	2.8%	10
2024 Q2	$4.46M	Buy	+7,665	New	+$3.24M	3.83%	7

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Symphony Financial Services's MSFT Position: Q2 2026 in Review

Symphony Financial Services increased its Microsoft (MSFT) stake by 9.3% in Q2 2026, buying an estimated $307K and bringing the position to 8,923 shares worth $3.33M. The position accounts for 1.5% of the portfolio, ranked #20.

Symphony Financial Services first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.46M in Q2 2024. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Symphony Financial Services held 8,923 shares of Microsoft worth $3.33M as of Q2 2026.
Symphony Financial Services bought 758 Microsoft shares in Q2 2026, an estimated $307K.
Microsoft made up 1.5% of Symphony Financial Services's portfolio in Q2 2026, its #20 holding.
Symphony Financial Services first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Microsoft position peaked at $4.46M in Q2 2024.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.