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Meredith Wealth Planning’s Microsoft MSFT Stock Holding History

Meredith Wealth Planning’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 		$934K Sell
2,504
-46
-2% -$18.6K 0.22% 40
2026
Q1 		$944K Buy
2,550
+179
+8% +$74.9K 0.26% 35
2025
Q4 		$1.15M Buy
2,371
+37
+2% +$18.5K 0.34% 32
2025
Q3 		$1.21M Sell
2,334
-75
-3% -$38.3K 0.38% 30
2025
Q2 		$1.2M Buy
2,409
+10
+0.4% +$4.34K 0.44% 29
2025
Q1 		$901K Sell
2,399
-64
-3% -$26.1K 0.4% 31
2024
Q4 		$1.04M Sell
2,463
-40
-2% -$17K 0.46% 30
2024
Q3 		$1.08M Sell
2,503
-159
-6% -$68K 0.51% 25
2024
Q2 		$1.19M Buy
2,662
+133
+5% +$56.2K 0.62% 21
2024
Q1 		$1.06M Buy
2,529
+15
+0.6% +$6.07K 0.59% 22
2023
Q4 		$945K Sell
2,514
-160
-6% -$56.9K 0.59% 22
2023
Q3 		$844K Buy
2,674
+1,504
+129% +$497K 0.63% 20
2023
Q2 		$398K Sell
1,170
-1,619
-58% -$507K 0.32% 26
2023
Q1 		$804K Sell
2,789
-230
-8% -$58.7K 0.65% 15
2022
Q4 		$724K Buy
+3,019
New +$725K 0.62% 18

Other funds holding MSFT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Meredith Wealth Planning's MSFT Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Microsoft (MSFT) stake by 1.8% in Q2 2026, selling an estimated $18.6K and leaving 2,504 shares worth $934K. The position accounts for 0.22% of the portfolio, ranked #40.

Meredith Wealth Planning first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Meredith Wealth Planning held 2,504 shares of Microsoft worth $934K as of Q2 2026.
  • Meredith Wealth Planning sold 46 Microsoft shares in Q2 2026, an estimated $18.6K.
  • Microsoft made up 0.22% of Meredith Wealth Planning's portfolio in Q2 2026, its #40 holding.
  • Meredith Wealth Planning first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Meredith Wealth Planning's Microsoft position peaked at $1.21M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.