NewEdge Advisors’s Microsoft MSFT Stock Holding History

NewEdge 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
2022 Q2	–	Sell	-506,383	Closed	-$154M	–	1598
2022 Q1	$154M	Buy	+506,383	New	+$152M	2.48%	3

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Advisors's MSFT Position: Q2 2026 in Review

NewEdge Advisors increased its Microsoft (MSFT) stake by 5.6% in Q2 2026, buying an estimated $35.8M and bringing the position to 1,661,376 shares worth $620M. The position accounts for 1.85% of the portfolio, ranked #5.

NewEdge Advisors first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $731M in Q4 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

NewEdge Advisors held 1,661,376 shares of Microsoft worth $620M as of Q2 2026.
NewEdge Advisors bought 88,531 Microsoft shares in Q2 2026, an estimated $35.8M.
Microsoft made up 1.85% of NewEdge Advisors's portfolio in Q2 2026, its #5 holding.
NewEdge Advisors first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
NewEdge Advisors's Microsoft position peaked at $731M in Q4 2025.
6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.