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Synergy Investment Management’s Microsoft MSFT Stock Holding History

Synergy Investment Management’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 		$1.75M Buy
4,586
+2,426
+112% +$982K 0.42% 48
2026
Q1 		$799K Buy
2,160
+212
+11% +$88.7K 0.26% 57
2025
Q4 		$942K Buy
1,948
+167
+9% +$83.7K 0.33% 48
2025
Q3 		$922K Buy
1,781
+1
+0.1% +$510 0.35% 48
2025
Q2 		$886K Sell
1,780
-39
-2% -$16.9K 0.53% 28
2025
Q1 		$683K Buy
1,819
+7
+0.4% +$2.85K 0.29% 57
2024
Q4 		$764K Buy
+1,812
New +$772K 0.33% 49

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 Investment Management's MSFT Position: Q2 2026 in Review

Synergy Investment Management increased its Microsoft (MSFT) stake by 112% in Q2 2026, buying an estimated $982K and bringing the position to 4,586 shares worth $1.75M. The position accounts for 0.42% of the portfolio, ranked #48.

Synergy Investment Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Synergy Investment Management held 4,586 shares of Microsoft worth $1.75M as of Q2 2026.
  • Synergy Investment Management bought 2,426 Microsoft shares in Q2 2026, an estimated $982K.
  • Microsoft made up 0.42% of Synergy Investment Management's portfolio in Q2 2026, its #48 holding.
  • Synergy Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.