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Henson-Edgewater Management’s Microsoft MSFT Stock Holding History

Henson-Edgewater 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 		$9.43M Buy
19,151
+68
+0.4% +$27.5K 4.91% 7
2026
Q1 		$7.06M Sell
19,083
-722
-4% -$302K 4.49% 7
2025
Q4 		$9.58M Buy
+19,805
New +$9.92M 5.66% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Henson-Edgewater Management's MSFT Position: Q2 2026 in Review

Henson-Edgewater Management increased its Microsoft (MSFT) stake by 0.36% in Q2 2026, buying an estimated $27.5K and bringing the position to 19,151 shares worth $9.43M. The position accounts for 4.91% of the portfolio, ranked #7.

Henson-Edgewater Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.58M in Q4 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Henson-Edgewater Management held 19,151 shares of Microsoft worth $9.43M as of Q2 2026.
  • Henson-Edgewater Management bought 68 Microsoft shares in Q2 2026, an estimated $27.5K.
  • Microsoft made up 4.91% of Henson-Edgewater Management's portfolio in Q2 2026, its #7 holding.
  • Henson-Edgewater Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Henson-Edgewater Management's Microsoft position peaked at $9.58M in Q4 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.