Meridian Wealth Partners
MSFT icon

Meridian Wealth Partners’s Microsoft MSFT Stock Holding History

Meridian Wealth 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
Q3 		$3.84M Buy
7,490
+43
+0.6% +$19.9K 0.47% 26
2026
Q2 		$2.78M Buy
7,447
+254
+4% +$103K 0.34% 26
2026
Q1 		$2.66M Buy
7,193
+325
+5% +$136K 0.37% 25
2025
Q4 		$3.32M Sell
6,868
-227
-3% -$114K 0.46% 25
2025
Q3 		$3.67M Sell
7,095
-722
-9% -$368K 0.51% 26
2025
Q2 		$3.89M Buy
7,817
+772
+11% +$335K 0.56% 26
2025
Q1 		$2.64M Sell
7,045
-501
-7% -$204K 0.42% 25
2024
Q4 		$3.18M Buy
7,546
+79
+1% +$33.6K 0.48% 25
2024
Q3 		$3.21M Sell
7,467
-279
-4% -$119K 0.5% 24
2024
Q2 		$3.46M Buy
7,746
+505
+7% +$213K 0.61% 22
2024
Q1 		$3.05M Buy
7,241
+47
+0.7% +$19K 0.55% 22
2023
Q4 		$2.71M Buy
7,194
+138
+2% +$49.1K 0.52% 23
2023
Q3 		$2.23M Sell
7,056
-49
-0.7% -$16.2K 0.46% 22
2023
Q2 		$2.42M Buy
7,105
+1,074
+18% +$337K 0.5% 21
2023
Q1 		$1.74M Buy
6,031
+676
+13% +$172K 0.38% 24
2022
Q4 		$1.28M Buy
5,355
+84
+2% +$20.2K 0.3% 28
2022
Q3 		$1.23M Buy
5,271
+644
+14% +$170K 0.31% 27
2022
Q2 		$1.19M Buy
4,627
+40
+0.9% +$10.9K 0.28% 27
2022
Q1 		$1.42M Buy
4,587
+456
+11% +$137K 0.3% 28
2021
Q4 		$1.39M Buy
4,131
+432
+12% +$140K 0.28% 28
2021
Q3 		$1.04M Sell
3,699
-549
-13% -$160K 0.23% 32
2021
Q2 		$1.15M Buy
4,248
+108
+3% +$27.5K 0.27% 27
2021
Q1 		$977K Buy
4,140
+107
+3% +$24.8K 0.29% 29
2020
Q4 		$897K Buy
4,033
+31
+0.8% +$6.67K 0.37% 24
2020
Q3 		$842K Buy
4,002
+154
+4% +$32.3K 0.42% 22
2020
Q2 		$783K Sell
3,848
-19
-0.5% -$3.45K 0.42% 22
2020
Q1 		$610K Buy
3,867
+120
+3% +$19.7K 0.36% 27
2019
Q4 		$591K Buy
+3,747
New +$550K 0.37% 28

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meridian Wealth Partners's MSFT Position: Q3 2026 in Review

Meridian Wealth Partners increased its Microsoft (MSFT) stake by 0.58% in Q3 2026, buying an estimated $19.9K and bringing the position to 7,490 shares worth $3.84M. The position accounts for 0.47% of the portfolio, ranked #26.

Meridian Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.89M in Q2 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Meridian Wealth Partners held 7,490 shares of Microsoft worth $3.84M as of Q3 2026.
  • Meridian Wealth Partners bought 43 Microsoft shares in Q3 2026, an estimated $19.9K.
  • Microsoft made up 0.47% of Meridian Wealth Partners's portfolio in Q3 2026, its #26 holding.
  • Meridian Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • Meridian Wealth Partners's Microsoft position peaked at $3.89M in Q2 2025.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Meridian Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.