Atlantic Edge Private Wealth Management
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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
Q3 		$10.8M Buy
20,995
+5,371
+34% +$2.48M 2.21% 14
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MSFT Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management increased its Microsoft (MSFT) stake by 34% in Q3 2026, buying an estimated $2.48M and bringing the position to 20,995 shares worth $10.8M. The position accounts for 2.21% of the portfolio, ranked #14.

Atlantic Edge Private Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 20,995 shares of Microsoft worth $10.8M as of Q3 2026.
  • Atlantic Edge Private Wealth Management bought 5,371 Microsoft shares in Q3 2026, an estimated $2.48M.
  • Microsoft made up 2.21% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.