Syntax Research’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.55M Sell
6,845
-3,997
-37% -$1.62M 1.87% 13
2026
Q1
$4.01M Buy
10,842
+3,984
+58% +$1.67M 2.55% 13
2025
Q4
$3.32M Buy
6,858
+3
+0% +$1.5K 2.05% 14
2025
Q3
$3.55M Buy
6,855
+3
+0% +$1.53K 2.28% 14
2025
Q2
$3.41M Buy
6,852
+2
+0% +$869 2.42% 13
2025
Q1
$2.57M Sell
6,850
-238
-3% -$97K 1.78% 24
2024
Q4
$2.99M Buy
7,088
+3
+0% +$1.28K 2.14% 19
2024
Q3
$3.05M Sell
7,085
-493
-7% -$211K 2.06% 21
2024
Q2
$3.39M Buy
7,578
+3
+0% +$1.27K 2.68% 16
2024
Q1
$3.19M Sell
7,575
-87
-1% -$35.2K 2.43% 16
2023
Q4
$2.88M Sell
7,662
-31
-0.4% -$11K 2.41% 12
2023
Q3
$2.43M Buy
+7,693
New +$2.54M 1.97% 13

Other funds holding MSFT

Syntax Research's MSFT Position: Q2 2026 in Review

Syntax Research reduced its Microsoft (MSFT) stake by 37% in Q2 2026, selling an estimated $1.62M and leaving 6,845 shares worth $2.55M. The position accounts for 1.87% of the portfolio, ranked #13.

Syntax Research first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.01M in Q1 2026. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Syntax Research held 6,845 shares of Microsoft worth $2.55M as of Q2 2026.
  • Syntax Research sold 3,997 Microsoft shares in Q2 2026, an estimated $1.62M.
  • Microsoft made up 1.87% of Syntax Research's portfolio in Q2 2026, its #13 holding.
  • Syntax Research first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
  • Syntax Research's Microsoft position peaked at $4.01M in Q1 2026.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.