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Merit Financial Group’s Microsoft MSFT Stock Holding History

Merit Financial Group’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 		$970K Buy
+2,600
New +$1.05M 0.01% 1092

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Merit Financial Group's MSFT Position: Q2 2026 in Review

Merit Financial Group increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $36M and bringing the position to 520,765 shares worth $194M. The position accounts for 1.19% of the portfolio, ranked #14.

Merit Financial Group first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Merit Financial Group held 520,765 shares of Microsoft worth $194M as of Q2 2026.
  • Merit Financial Group bought 88,985 Microsoft shares in Q2 2026, an estimated $36M.
  • Microsoft made up 1.19% of Merit Financial Group's portfolio in Q2 2026, its #14 holding.
  • Merit Financial Group first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.