Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,436,193
+$151,134 QoQ
Shares Held
6,531
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
7.75%
of 13F equity value
Holder Rank
#4,220
of 6,179 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Meritas Wealth Management, LLC holds $11,259,651 across 4 Software - Infrastructure names. MSFT ranks #2 (21.6% of the industry book) .
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,436,193 | 6,531 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,285,059 | 6,173 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,989,255 | 6,181 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,201,448 | 6,181 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,364,189 | 4,753 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,784,228 | 4,753 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,014,348 | 4,779 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,088,676 | 4,854 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,095,748 | 4,689 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,972,756 | 4,689 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,792,206 | 4,766 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,478,341 | 4,682 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,662,856 | 4,883 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $1,332,810 | 4,623 | Shares | Sole | 2023-09-05 | |
| 2022-12-31 | $1,086,864 | 4,532 | Shares | Sole | 2023-09-05 | |
| No filing history on record for this holder in this stock. | ||||||