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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Financial Group's MSFT Position: Q1 2026 in Review

Synergy Financial Group increased its Microsoft (MSFT) stake by 4.6% in Q1 2026, buying an estimated $449K and bringing the position to 24,496 shares worth $9.07M. The position accounts for 6.81% of the portfolio, ranked #2.

Synergy Financial Group first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.7M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Synergy Financial Group held 24,496 shares of Microsoft worth $9.07M as of Q1 2026.
  • Synergy Financial Group bought 1,072 Microsoft shares in Q1 2026, an estimated $449K.
  • Microsoft made up 6.81% of Synergy Financial Group's portfolio in Q1 2026, its #2 holding.
  • Synergy Financial Group first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Microsoft position peaked at $11.7M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.