Legacy Edge Advisors
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Legacy Edge Advisors’s Microsoft MSFT Stock Holding History

Legacy Edge 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
2026
Q3 		$16.4M Sell
32,030
-1,998
-6% -$924K 1.45% 23
2026
Q2 		$12.7M Sell
34,028
-36
-0.1% -$14.6K 1.17% 24
2026
Q1 		$12.6M Buy
34,064
+576
+2% +$241K 1.33% 22
2025
Q4 		$16.2M Buy
33,488
+777
+2% +$389K 1.77% 15
2025
Q3 		$16.9M Buy
32,711
+144
+0.4% +$73.5K 2% 15
2025
Q2 		$16.2M Sell
32,567
-315
-1% -$137K 2.16% 15
2025
Q1 		$12.3M Buy
32,882
+185
+0.6% +$75.4K 1.93% 18
2024
Q4 		$13.9M Buy
32,697
+114
+0.3% +$48.6K 2.2% 17
2024
Q3 		$14M Buy
32,583
+675
+2% +$289K 2.24% 16
2024
Q2 		$14.3M Buy
31,908
+2,985
+10% +$1.26M 2.63% 13
2024
Q1 		$12.2M Sell
28,923
-226
-0.8% -$91.5K 2.54% 14
2023
Q4 		$11M Buy
+29,149
New +$10.4M 2.51% 13

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Legacy Edge Advisors's MSFT Position: Q3 2026 in Review

Legacy Edge Advisors reduced its Microsoft (MSFT) stake by 5.9% in Q3 2026, selling an estimated $924K and leaving 32,030 shares worth $16.4M. The position accounts for 1.45% of the portfolio, ranked #23.

Legacy Edge Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.9M in Q3 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Legacy Edge Advisors held 32,030 shares of Microsoft worth $16.4M as of Q3 2026.
  • Legacy Edge Advisors sold 1,998 Microsoft shares in Q3 2026, an estimated $924K.
  • Microsoft made up 1.45% of Legacy Edge Advisors's portfolio in Q3 2026, its #23 holding.
  • Legacy Edge Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's Microsoft position peaked at $16.9M in Q3 2025.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.