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Merrion Investment Management’s Microsoft MSFT Stock Holding History

Merrion Investment 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 		$2.3M Sell
6,165
-15
-0.2% -$6.07K 1.09% 23
2026
Q1 		$2.29M Sell
6,180
-626
-9% -$262K 1.23% 22
2025
Q4 		$3.29M Sell
6,806
-55
-0.8% -$27.6K 1.77% 14
2025
Q3 		$3.55M Hold
6,861
– – 2.04% 11
2025
Q2 		$3.41M Sell
6,861
-220
-3% -$95.5K 2.21% 10
2025
Q1 		$2.66M Sell
7,081
-715
-9% -$292K 1.91% 11
2024
Q4 		$3.29M Sell
7,796
-40
-0.5% -$17K 2.29% 9
2024
Q3 		$3.37M Sell
7,836
-15
-0.2% -$6.41K 2.22% 9
2024
Q2 		$3.51M Hold
7,851
– – 2.41% 9
2024
Q1 		$3.3M Sell
7,851
-750
-9% -$304K 2.36% 12
2023
Q4 		$3.23M Sell
8,601
-100
-1% -$35.6K 2.54% 11
2023
Q3 		$2.75M Sell
8,701
-250
-3% -$82.6K 2.38% 11
2023
Q2 		$3.05M Sell
8,951
-60
-0.7% -$18.8K 2.58% 11
2023
Q1 		$2.6M Sell
9,011
-75
-0.8% -$19.1K 2.48% 11
2022
Q4 		$2.18M Sell
9,086
-150
-2% -$36K 2.03% 14
2022
Q3 		$2.15M Hold
9,236
– – 2.12% 13
2022
Q2 		$2.37M Sell
9,236
-80
-0.9% -$21.7K 2.3% 10
2022
Q1 		$2.87M Hold
9,316
– – 2.1% 12
2021
Q4 		$3.13M Hold
9,316
– – 2.3% 12
2021
Q3 		$2.63M Hold
9,316
– – 2% 14
2021
Q2 		$2.52M Hold
9,316
– – 1.91% 14
2021
Q1 		$2.2M Hold
9,316
– – 1.83% 15
2020
Q4 		$2.07M Buy
+9,316
New +$2M 1.75% 13

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Merrion Investment Management's MSFT Position: Q2 2026 in Review

Merrion Investment Management reduced its Microsoft (MSFT) stake by 0.24% in Q2 2026, selling an estimated $6.07K and leaving 6,165 shares worth $2.3M. The position accounts for 1.09% of the portfolio, ranked #23.

Merrion Investment Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.55M in Q3 2025. 2,334 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Merrion Investment Management held 6,165 shares of Microsoft worth $2.3M as of Q2 2026.
  • Merrion Investment Management sold 15 Microsoft shares in Q2 2026, an estimated $6.07K.
  • Microsoft made up 1.09% of Merrion Investment Management's portfolio in Q2 2026, its #23 holding.
  • Merrion Investment Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Merrion Investment Management's Microsoft position peaked at $3.55M in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.