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Meriwether Wealth & Planning’s Microsoft MSFT Stock Holding History

Meriwether Wealth & Planning’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 		$2.94M Sell
5,735
-74
-1% -$34.2K 1.33% 17
2026
Q2 		$2.17M Buy
5,809
+174
+3% +$70.4K 1.07% 18
2026
Q1 		$2.09M Buy
5,635
+672
+14% +$281K 1.14% 18
2025
Q4 		$2.4M Sell
4,963
-219
-4% -$110K 1.35% 14
2025
Q3 		$2.68M Sell
5,182
-368
-7% -$188K 1.56% 14
2025
Q2 		$2.76M Sell
5,550
-300
-5% -$130K 1.73% 11
2025
Q1 		$2.2M Buy
5,850
+747
+15% +$305K 1.43% 13
2024
Q4 		$2.15M Buy
+5,103
New +$2.17M 1.53% 11

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Meriwether Wealth & Planning's MSFT Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Microsoft (MSFT) stake by 1.3% in Q3 2026, selling an estimated $34.2K and leaving 5,735 shares worth $2.94M. The position accounts for 1.33% of the portfolio, ranked #17.

Meriwether Wealth & Planning first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 1,391 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Meriwether Wealth & Planning held 5,735 shares of Microsoft worth $2.94M as of Q3 2026.
  • Meriwether Wealth & Planning sold 74 Microsoft shares in Q3 2026, an estimated $34.2K.
  • Microsoft made up 1.33% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #17 holding.
  • Meriwether Wealth & Planning first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.