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Synergy Financial Group’s Microsoft MSFT Stock Holding History

Synergy Financial Group’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 		$7.91M Sell
21,205
-3,291
-13% -$1.33M 5.69% 3
2026
Q1 		$9.07M Buy
24,496
+1,072
+5% +$449K 6.81% 2
2025
Q4 		$11.3M Buy
23,424
+811
+4% +$406K 7.96% 2
2025
Q3 		$11.7M Buy
22,613
+3,641
+19% +$1.86M 7.9% 2
2025
Q2 		$9.44M Buy
18,972
+274
+1% +$119K 6.95% 2
2025
Q1 		$7.02M Sell
18,698
-7
-0% -$2.85K 6.3% 3
2024
Q4 		$7.88M Sell
18,705
-3,300
-15% -$1.41M 6.57% 3
2024
Q3 		$9.47M Buy
22,005
+4,119
+23% +$1.76M 8.99% 1
2024
Q2 		$7.99M Sell
17,886
-561
-3% -$237K 8.38% 3
2024
Q1 		$7.76M Sell
18,447
-1,829
-9% -$740K 8.74% 1
2023
Q4 		$7.62M Sell
20,276
-877
-4% -$312K 9.34% 1
2023
Q3 		$6.68M Buy
21,153
+3,040
+17% +$1M 9.32% 1
2023
Q2 		$6.17M Sell
18,113
-83
-0.5% -$26K 8.32% 1
2023
Q1 		$5.25M Sell
18,196
-2,962
-14% -$756K 8.53% 1
2022
Q4 		$5.07M Buy
21,158
+1,146
+6% +$275K 10.02% 1
2022
Q3 		$4.66M Buy
20,012
+3,129
+19% +$826K 6.99% 2
2022
Q2 		$4.34M Sell
16,883
-393
-2% -$107K 6.8% 2
2022
Q1 		$5.33M Sell
17,276
-4,077
-19% -$1.23M 5.59% 2
2021
Q4 		$7.18M Buy
+21,353
New +$6.92M 6.44% 1

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Synergy Financial Group's MSFT Position: Q2 2026 in Review

Synergy Financial Group reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $1.33M and leaving 21,205 shares worth $7.91M. The position accounts for 5.69% of the portfolio, ranked #3.

Synergy Financial Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.7M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Synergy Financial Group held 21,205 shares of Microsoft worth $7.91M as of Q2 2026.
  • Synergy Financial Group sold 3,291 Microsoft shares in Q2 2026, an estimated $1.33M.
  • Microsoft made up 5.69% of Synergy Financial Group's portfolio in Q2 2026, its #3 holding.
  • Synergy Financial Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Microsoft position peaked at $11.7M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.