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Meritas Wealth Management, LLC → MSFT
Meritas Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$4.9M
Q3 2026
Peak value
$19.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16.5M |
| Q4 2025 | $3M |
| Q1 2026 | $17.8M |
| Q1 2026 | $2.3M |
| Q2 2026 | $18.7M |
| Q2 2026 | $2.4M |
| Q3 2026 | $19.4M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 9.5K | — | — |
| Q3 2026 | $19.4M | 346.8K | — | — |
| Q2 2026 | $2.4M | 6.5K | — | — |
| Q2 2026 | $18.7M | 345.9K | — | — |
| Q1 2026 | $2.3M | 6.2K | — | — |
| Q1 2026 | $17.8M | 337.6K | — | — |
| Q4 2025 | $3M | 6.2K | — | — |
| Q4 2025 | $16.5M | 331.1K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B