Atlantic Edge Private Wealth Management’s Microsoft MSFT Stock Holding History

Atlantic Edge Private Wealth 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	$5.83M	Buy	15,624 +34	+0.2%	+$13.8K	1.19%	24
2026 Q1	$5.77M	Sell	15,590 -1,862	-11%	-$779K	1.42%	18
2025 Q4	$8.44M	Sell	17,452 -82	-0.5%	-$41.1K	2.1%	15
2025 Q3	$9.08M	Buy	17,534 +4,240	+32%	+$2.16M	2.33%	11
2025 Q2	$6.61M	Sell	13,294 -233	-2%	-$101K	1.81%	15
2025 Q1	$5.08M	Buy	13,527 +196	+1%	+$79.9K	1.55%	15
2024 Q4	$5.62M	Buy	13,331 +51	+0.4%	+$21.7K	1.74%	14
2024 Q3	$5.71M	Buy	13,280 +155	+1%	+$66.3K	1.74%	15
2024 Q2	$5.87M	Sell	13,125 -5	-0%	-$2.11K	1.96%	15
2024 Q1	$5.52M	Buy	13,130 +358	+3%	+$145K	1.9%	12
2023 Q4	$4.8M	Buy	+12,772	New	+$4.55M	1.95%	11

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MSFT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Microsoft (MSFT) stake by 0.22% in Q2 2026, buying an estimated $13.8K and bringing the position to 15,624 shares worth $5.83M. The position accounts for 1.19% of the portfolio, ranked #24.

Atlantic Edge Private Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.08M in Q3 2025. 2,562 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Atlantic Edge Private Wealth Management held 15,624 shares of Microsoft worth $5.83M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 34 Microsoft shares in Q2 2026, an estimated $13.8K.
Microsoft made up 1.19% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #24 holding.
Atlantic Edge Private Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Microsoft position peaked at $9.08M in Q3 2025.
2,562 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.