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Symphony Financial’s Microsoft MSFT Stock Holding History

Symphony Financial’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 		$19M Buy
51,587
+5,609
+12% +$2.27M 2.08% 9
2026
Q1 		$16.8M Buy
45,978
+2,485
+6% +$1.04M 2.22% 9
2025
Q4 		$21.2M Sell
43,493
-8,387
-16% -$4.2M 2.85% 4
2025
Q3 		$26.9M Sell
51,880
-3,661
-7% -$1.87M 3.27% 4
2025
Q2 		$24.8M Buy
55,541
+44,946
+424% +$19.5M 3.25% 4
2025
Q1 		$3.85M Sell
10,595
-33,649
-76% -$13.7M 2.28% 12
2024
Q4 		$19.1M Sell
44,244
-1,453
-3% -$619K 3% 4
2024
Q3 		$19.5M Buy
45,697
+3,030
+7% +$1.3M 3.22% 4
2024
Q2 		$19.3M Buy
42,667
+7,108
+20% +$3M 3.53% 4
2024
Q1 		$15M Sell
35,559
-6,160
-15% -$2.49M 3.49% 3
2023
Q4 		$16.2M Buy
41,719
+5,080
+14% +$1.81M 3.47% 3
2023
Q3 		$11.8M Buy
36,639
+1,916
+6% +$633K 2.88% 9
2023
Q2 		$11.6M Sell
34,723
-1,805
-5% -$566K 2.86% 10
2023
Q1 		$10.4M Sell
36,528
-8,359
-19% -$2.13M 2.69% 8
2022
Q4 		$10.3M Buy
44,887
+3,369
+8% +$809K 2.73% 10
2022
Q3 		$9.86M Buy
41,518
+34
+0.1% +$8.98K 3.22% 4
2022
Q2 		$10.8M Sell
41,484
-5,312
-11% -$1.44M 3.19% 7
2022
Q1 		$14.1M Buy
46,796
+10,708
+30% +$3.22M 3.31% 9
2021
Q4 		$12.1M Buy
36,088
+5,644
+19% +$1.83M 3.35% 9
2021
Q3 		$8.65M Sell
30,444
-9,306
-23% -$2.71M 3.01% 9
2021
Q2 		$10.7M Sell
39,750
-9,398
-19% -$2.39M 3.66% 4
2021
Q1 		$13M Buy
49,148
+4,556
+10% +$1.06M 3.43% 5
2020
Q4 		$9.71M Buy
44,592
+1,425
+3% +$306K 3.48% 4
2020
Q3 		$9.08M Sell
43,167
-3,696
-8% -$776K 3.7% 4
2020
Q2 		$9.54M Buy
46,863
+6,288
+15% +$1.14M 4.61% 3
2020
Q1 		$6.5M Buy
+40,575
New +$6.67M 4.48% 4

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Symphony Financial's MSFT Position: Q2 2026 in Review

Symphony Financial increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $2.27M and bringing the position to 51,587 shares worth $19M. The position accounts for 2.08% of the portfolio, ranked #9.

Symphony Financial first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $26.9M in Q3 2025. 3,856 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Symphony Financial held 51,587 shares of Microsoft worth $19M as of Q2 2026.
  • Symphony Financial bought 5,609 Microsoft shares in Q2 2026, an estimated $2.27M.
  • Microsoft made up 2.08% of Symphony Financial's portfolio in Q2 2026, its #9 holding.
  • Symphony Financial first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's Microsoft position peaked at $26.9M in Q3 2025.
  • 3,856 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.