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 Q2	$63.1M	Buy	169,135 +7,479	+5%	+$3.03M	2.31%	7
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meeder Advisory Services's MSFT Position: Q2 2026 in Review

Meeder Advisory Services increased its Microsoft (MSFT) stake by 4.6% in Q2 2026, buying an estimated $3.03M and bringing the position to 169,135 shares worth $63.1M. The position accounts for 2.31% of the portfolio, ranked #7.

Meeder Advisory Services first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $86M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Meeder Advisory Services held 169,135 shares of Microsoft worth $63.1M as of Q2 2026.
Meeder Advisory Services bought 7,479 Microsoft shares in Q2 2026, an estimated $3.03M.
Microsoft made up 2.31% of Meeder Advisory Services's portfolio in Q2 2026, its #7 holding.
Meeder Advisory Services first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Meeder Advisory Services's Microsoft position peaked at $86M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.