Meritas Wealth Management
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Meritas Wealth Management’s Microsoft MSFT Stock Holding History

Meritas Wealth Management’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 		$4.86M Buy
9,477
+2,946
+45% +$1.36M 1.75% 13
2026
Q2 		$2.44M Buy
6,531
+358
+6% +$145K 0.95% 15
2026
Q1 		$2.28M Sell
6,173
-8
-0.1% -$3.35K 1.03% 15
2025
Q4 		$2.99M Hold
6,181
– – 1.44% 13
2025
Q3 		$3.2M Buy
6,181
+1,428
+30% +$728K 1.59% 13
2025
Q2 		$2.36M Hold
4,753
– – 1.3% 14
2025
Q1 		$1.78M Sell
4,753
-26
-0.5% -$10.6K 1.05% 16
2024
Q4 		$2.01M Sell
4,779
-75
-2% -$31.9K 1.21% 15
2024
Q3 		$2.09M Buy
4,854
+165
+4% +$70.5K 1.29% 15
2024
Q2 		$2.1M Hold
4,689
– – 1.48% 13
2024
Q1 		$1.97M Sell
4,689
-77
-2% -$31.2K 1.37% 13
2023
Q4 		$1.79M Buy
4,766
+84
+2% +$29.9K 1.34% 13
2023
Q3 		$1.48M Sell
4,682
-201
-4% -$66.4K 1.13% 13
2023
Q2 		$1.66M Buy
4,883
+260
+6% +$81.5K 1.25% 12
2023
Q1 		$1.33M Buy
4,623
+91
+2% +$23.2K 1.05% 15
2022
Q4 		$1.09M Buy
+4,532
New +$1.09M 0.9% 14

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Meritas Wealth Management's MSFT Position: Q3 2026 in Review

Meritas Wealth Management increased its Microsoft (MSFT) stake by 45% in Q3 2026, buying an estimated $1.36M and bringing the position to 9,477 shares worth $4.86M. The position accounts for 1.75% of the portfolio, ranked #13.

Meritas Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Meritas Wealth Management held 9,477 shares of Microsoft worth $4.86M as of Q3 2026.
  • Meritas Wealth Management bought 2,946 Microsoft shares in Q3 2026, an estimated $1.36M.
  • Microsoft made up 1.75% of Meritas Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Meritas Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Meritas Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.