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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
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

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Meritas Wealth Management's MSFT Position: Q2 2026 in Review

Meritas Wealth Management increased its Microsoft (MSFT) stake by 5.8% in Q2 2026, buying an estimated $145K and bringing the position to 6,531 shares worth $2.44M. The position accounts for 0.95% of the portfolio, ranked #15.

Meritas Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.2M in Q3 2025. 3,057 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Meritas Wealth Management held 6,531 shares of Microsoft worth $2.44M as of Q2 2026.
  • Meritas Wealth Management bought 358 Microsoft shares in Q2 2026, an estimated $145K.
  • Microsoft made up 0.95% of Meritas Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Meritas Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Meritas Wealth Management's Microsoft position peaked at $3.2M in Q3 2025.
  • 3,057 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.