Meeder Advisory Services’s Microsoft MSFT Stock Holding History

Meeder Advisory Services’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	$59.8M	Sell	161,656 -12,935	-7%	-$5.41M	2.5%	7
2025 Q4	$84.4M	Buy	174,591 +8,576	+5%	+$4.3M	3.62%	6
2025 Q3	$86M	Buy	166,015 +8,153	+5%	+$4.16M	4%	5
2025 Q2	$78.5M	Buy	157,862 +9,345	+6%	+$4.06M	4.07%	4
2025 Q1	$55.8M	Buy	148,517 +1,096	+0.7%	+$447K	3.34%	6
2024 Q4	$62.1M	Buy	147,421 +3,451	+2%	+$1.47M	3.88%	6
2024 Q3	$62M	Buy	143,970 +624	+0.4%	+$267K	4.01%	4
2024 Q2	$64.1M	Buy	143,346 +38,499	+37%	+$16.3M	4.53%	4
2024 Q1	$44.1M	Buy	104,847 +4,841	+5%	+$1.96M	4.49%	3
2023 Q4	$37.6M	Buy	100,006 +2,636	+3%	+$938K	4.31%	4
2023 Q3	$30.7M	Sell	97,370 -14,758	-13%	-$4.88M	3.86%	5
2023 Q2	$38.2M	Buy	112,128 +3,937	+4%	+$1.23M	4.11%	5
2023 Q1	$31.2M	Buy	108,191 +1,100	+1%	+$281K	3.59%	7
2022 Q4	$25.7M	Buy	+107,091	New	+$25.7M	3.24%	7

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meeder Advisory Services's MSFT Position: Q1 2026 in Review

Meeder Advisory Services reduced its Microsoft (MSFT) stake by 7.4% in Q1 2026, selling an estimated $5.41M and leaving 161,656 shares worth $59.8M. The position accounts for 2.5% of the portfolio, ranked #7.

Meeder Advisory Services first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $86M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Meeder Advisory Services held 161,656 shares of Microsoft worth $59.8M as of Q1 2026.
Meeder Advisory Services sold 12,935 Microsoft shares in Q1 2026, an estimated $5.41M.
Microsoft made up 2.5% of Meeder Advisory Services's portfolio in Q1 2026, its #7 holding.
Meeder Advisory Services first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Microsoft position peaked at $86M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.