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Syntegra Private Wealth Group’s Microsoft MSFT Stock Holding History

Syntegra Private Wealth 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 		$4.88M Sell
13,082
-377
-3% -$153K 0.38% 28
2026
Q1 		$4.98M Sell
13,459
-1,279
-9% -$535K 0.47% 27
2025
Q4 		$7.13M Sell
14,738
-213
-1% -$107K 0.65% 19
2025
Q3 		$7.74M Buy
14,951
+219
+1% +$112K 0.73% 20
2025
Q2 		$7.33M Buy
14,732
+1,925
+15% +$836K 0.75% 19
2025
Q1 		$4.81M Sell
12,807
-169
-1% -$68.9K 0.56% 22
2024
Q4 		$5.47M Buy
12,976
+247
+2% +$105K 0.62% 21
2024
Q3 		$5.48M Sell
12,729
-132
-1% -$56.4K 0.63% 21
2024
Q2 		$5.75M Buy
12,861
+1,427
+12% +$603K 0.73% 18
2024
Q1 		$4.81M Buy
11,434
+1,362
+14% +$551K 0.62% 20
2023
Q4 		$3.79M Buy
10,072
+542
+6% +$193K 0.53% 23
2023
Q3 		$3.01M Buy
9,530
+43
+0.5% +$14.2K 0.47% 24
2023
Q2 		$3.23M Buy
9,487
+14
+0.1% +$4.39K 0.49% 24
2023
Q1 		$2.73M Buy
9,473
+303
+3% +$77.3K 0.49% 23
2022
Q4 		$2.2M Buy
+9,170
New +$2.2M 0.44% 24

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Syntegra Private Wealth Group's MSFT Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Microsoft (MSFT) stake by 2.8% in Q2 2026, selling an estimated $153K and leaving 13,082 shares worth $4.88M. The position accounts for 0.38% of the portfolio, ranked #28.

Syntegra Private Wealth Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.74M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Syntegra Private Wealth Group held 13,082 shares of Microsoft worth $4.88M as of Q2 2026.
  • Syntegra Private Wealth Group sold 377 Microsoft shares in Q2 2026, an estimated $153K.
  • Microsoft made up 0.38% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #28 holding.
  • Syntegra Private Wealth Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's Microsoft position peaked at $7.74M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.