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Edge Capital Group’s Microsoft MSFT Stock Holding History

Edge Capital Group’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
2024
Q4 		$35.7M Buy
84,803
+4,014
+5% +$1.71M 1.59% 12
2024
Q3 		$34.8M Buy
80,789
+763
+1% +$326K 1.54% 12
2024
Q2 		$35.8M Buy
80,026
+956
+1% +$404K 1.73% 10
2024
Q1 		$33.3M Sell
79,070
-6,961
-8% -$2.82M 1.65% 10
2023
Q4 		$32.4M Buy
86,031
+3,554
+4% +$1.26M 1.8% 10
2023
Q3 		$26M Sell
82,477
-22,130
-21% -$7.31M 1.69% 12
2023
Q2 		$35.6M Sell
104,607
-3,343
-3% -$1.05M 2.05% 8
2023
Q1 		$31.1M Buy
107,950
+17,552
+19% +$4.48M 1.92% 9
2022
Q4 		$21.7M Buy
90,398
+7,217
+9% +$1.73M 1.51% 12
2022
Q3 		$19.4M Buy
83,181
+80,353
+2,841% +$21.2M 1.59% 13
2022
Q2 		$321K Sell
2,828
-74,158
-96% -$20.1M 0.03% 223
2022
Q1 		$23.7M Sell
76,986
-8,065
-9% -$2.43M 1.63% 12
2021
Q4 		$28.6M Sell
85,051
-3,906
-4% -$1.27M 2.03% 8
2021
Q3 		$25.1M Buy
88,957
+1,546
+2% +$450K 1.99% 8
2021
Q2 		$23.7M Sell
87,411
-1,469
-2% -$373K 1.89% 9
2021
Q1 		$21M Sell
88,880
-1,956
-2% -$454K 1.75% 8
2020
Q4 		$20.2M Sell
90,836
-2,761
-3% -$594K 1.7% 10
2020
Q3 		$19.7M Buy
93,597
+808
+0.9% +$170K 1.97% 7
2020
Q2 		$18.9M Sell
92,789
-4,244
-4% -$770K 1.98% 8
2020
Q1 		$15.3M Buy
97,033
+1,575
+2% +$259K 1.83% 10
2019
Q4 		$15.1M Sell
95,458
-481
-0.5% -$70.7K 1.46% 13
2019
Q3 		$13.3M Sell
95,939
-19,961
-17% -$2.74M 1.35% 12
2019
Q2 		$15.5M Sell
115,900
-13,689
-11% -$1.74M 1.49% 11
2019
Q1 		$15.3M Sell
129,589
-2,374
-2% -$259K 1.51% 12
2018
Q4 		$13.4M Buy
+131,963
New +$14.1M 1.45% 13

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Capital Group's MSFT Position: Q4 2024 in Review

Edge Capital Group increased its Microsoft (MSFT) stake by 5% in Q4 2024, buying an estimated $1.71M and bringing the position to 84,803 shares worth $35.7M. The position accounts for 1.59% of the portfolio, ranked #12.

Edge Capital Group first reported a position in MSFT in Q4 2018 and has held it in 25 quarters since. The position peaked at $35.8M in Q2 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

  • Edge Capital Group held 84,803 shares of Microsoft worth $35.7M as of Q4 2024.
  • Edge Capital Group bought 4,014 Microsoft shares in Q4 2024, an estimated $1.71M.
  • Microsoft made up 1.59% of Edge Capital Group's portfolio in Q4 2024, its #12 holding.
  • Edge Capital Group first reported a position in Microsoft in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Microsoft position peaked at $35.8M in Q2 2024.
  • 5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.