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Meridian Financial Partners’s Microsoft MSFT Stock Holding History

Meridian Financial Partners’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 		$5.45M Sell
13,776
-386
-3% -$156K 1.86% 12
2026
Q1 		$5.27M Buy
14,162
+384
+3% +$161K 2% 12
2025
Q4 		$6.12M Sell
13,778
-160
-1% -$80.2K 2.42% 8
2025
Q3 		$7.32M Sell
13,938
-252
-2% -$129K 3.04% 8
2025
Q2 		$7.06M Buy
14,190
+33
+0.2% +$14.3K 3.32% 6
2025
Q1 		$5.32M Buy
14,157
+570
+4% +$232K 2.7% 9
2024
Q4 		$5.73M Sell
13,587
-125
-0.9% -$53.2K 3.02% 8
2024
Q3 		$5.9M Buy
13,712
+331
+2% +$141K 2.98% 7
2024
Q2 		$5.89M Buy
+13,381
New +$5.65M 3.5% 4
2023
Q3 		– Sell
-14,183
Closed -$4.92M – 74
2023
Q2 		$4.92M Buy
+14,183
New +$4.45M 2.96% 8
2022
Q3 		– Sell
-14,074
Closed -$3.78M – 70
2022
Q2 		$3.78M Buy
+14,074
New +$3.82M 2.57% 9
2022
Q1 		– Sell
-14,283
Closed -$4.33M – 68
2021
Q4 		$4.33M Sell
14,283
-431
-3% -$140K 2.93% 10
2021
Q3 		$4.31M Buy
14,714
+292
+2% +$85K 2.89% 9
2021
Q2 		$4.03M Buy
14,422
+404
+3% +$103K 2.75% 10
2021
Q1 		$3.62M Buy
14,018
+343
+3% +$79.6K 2.72% 10
2020
Q4 		$3.07M Sell
13,675
-135
-1% -$29K 2.37% 11
2020
Q3 		$2.9M Buy
13,810
+664
+5% +$139K 2.45% 11
2020
Q2 		$2.74M Buy
13,146
+2,667
+25% +$484K 2.48% 11
2020
Q1 		$1.87M Sell
10,479
-502
-5% -$82.6K 2.02% 11
2019
Q4 		$1.76M Sell
10,981
-44
-0.4% -$6.46K 1.76% 11
2019
Q3 		$1.49M Sell
11,025
-203
-2% -$27.9K 1.67% 10
2019
Q2 		$1.54M Sell
11,228
-259
-2% -$32.9K 1.72% 10
2019
Q1 		$1.4M Buy
11,487
+93
+0.8% +$10.1K 1.58% 11
2018
Q4 		$1.16M Buy
+11,394
New +$1.22M 1.56% 11

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Meridian Financial Partners's MSFT Position: Q2 2026 in Review

Meridian Financial Partners reduced its Microsoft (MSFT) stake by 2.7% in Q2 2026, selling an estimated $156K and leaving 13,776 shares worth $5.45M. The position accounts for 1.86% of the portfolio, ranked #12.

Meridian Financial Partners first reported a position in MSFT in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.32M in Q3 2025. 2,824 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Meridian Financial Partners held 13,776 shares of Microsoft worth $5.45M as of Q2 2026.
  • Meridian Financial Partners sold 386 Microsoft shares in Q2 2026, an estimated $156K.
  • Microsoft made up 1.86% of Meridian Financial Partners's portfolio in Q2 2026, its #12 holding.
  • Meridian Financial Partners first reported a position in Microsoft in Q4 2018 and has held it in 24 quarters since.
  • Meridian Financial Partners's Microsoft position peaked at $7.32M in Q3 2025.
  • 2,824 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.