Position history for Merit Financial Group, LLC's holdings in MICROSOFT CORP
Merit Financial Group, LLC holds 431,780 shares of MSFT (MICROSOFT CORP), worth $159.8M as of 2026-Q1. The position was increased (+17.5% shares). MSFT represents 1.2% of Merit Financial Group, LLC's portfolio.
Current Value
$159.8M
Current Shares
431,780
Total Value Change
+$69.5M
Total Shares Change
+229,602
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 431,780 |
+17.5% |
| $159.8M |
| 1.2% |
| $403.93 |
56 |
| 2025-Q4 | Increased | 367,461 | +9.8% | $177.7M | 1.4% | $487.48 | 53 |
| 2025-Q3 | Increased | 334,754 | +10.3% | $173.4M | 1.6% | $513.64 | 53 |
| 2025-Q2 | Increased | 303,473 | +21.0% | $151M | 1.7% | $494.20 | 57 |
| 2025-Q1 | Increased | 250,768 | +13.3% | $94.1M | 1.4% | $376.78 | 53 |
| 2024-Q4 | Increased | 221,381 | +22.7% | $93.3M | 1.7% | $421.72 | 57 |
| 2024-Q3 | Decreased | 180,464 | -10.7% | $77.7M | 1.7% | $424.04 | 0 |
| 2024-Q2 | Decreased | 202,178 | -1.7% | $90.4M | 2.0% | $441.99 | 0 |