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Edge Financial Advisors’s Microsoft MSFT Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$1.65M Sell
3,404
-132
-4% -$66.1K 0.69% 30
2025
Q3 		$1.83M Sell
3,536
-109
-3% -$55.6K 0.82% 23
2025
Q2 		$1.81M Buy
3,645
+308
+9% +$134K 0.95% 22
2025
Q1 		$1.25M Sell
3,337
-172
-5% -$70.1K 0.79% 28
2024
Q4 		$1.48M Sell
3,509
-38
-1% -$16.2K 1.32% 30
2024
Q3 		$1.53M Buy
3,547
+247
+7% +$106K 1.35% 29
2024
Q2 		$1.48M Sell
3,300
-2,424
-42% -$1.02M 1.53% 24
2024
Q1 		$2.41M Buy
+5,724
New +$2.32M 2.12% 7

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Edge Financial Advisors's MSFT Position: Q4 2025 in Review

Edge Financial Advisors reduced its Microsoft (MSFT) stake by 3.7% in Q4 2025, selling an estimated $66.1K and leaving 3,404 shares worth $1.65M. The position accounts for 0.69% of the portfolio, ranked #30.

Edge Financial Advisors first reported a position in MSFT in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q1 2024. 6,316 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Edge Financial Advisors held 3,404 shares of Microsoft worth $1.65M as of Q4 2025.
  • Edge Financial Advisors sold 132 Microsoft shares in Q4 2025, an estimated $66.1K.
  • Microsoft made up 0.69% of Edge Financial Advisors's portfolio in Q4 2025, its #30 holding.
  • Edge Financial Advisors first reported a position in Microsoft in Q1 2024 and has held it in 8 quarters since.
  • Edge Financial Advisors's Microsoft position peaked at $2.41M in Q1 2024.
  • 6,316 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.