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NewEdge Wealth’s Microsoft MSFT Stock Holding History

NewEdge Wealth’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 		$301M Buy
808,107
+39,270
+5% +$15.9M 3.01% 5
2026
Q1 		$285M Sell
768,837
-19,636
-2% -$8.22M 3.39% 3
2025
Q4 		$381M Buy
788,473
+76,636
+11% +$38.4M 4.31% 2
2025
Q3 		$361M Buy
711,837
+19,468
+3% +$9.93M 5.18% 1
2025
Q2 		$361M Buy
692,369
+16,168
+2% +$7.02M 5.65% 1
2025
Q1 		$254M Sell
676,201
-3,730
-0.5% -$1.52M 4.6% 1
2024
Q4 		$287M Buy
679,931
+36,208
+6% +$15.4M 4.97% 1
2024
Q3 		$277M Buy
643,723
+53,057
+9% +$22.7M 5% 1
2024
Q2 		$264M Sell
590,666
-1,342
-0.2% -$567K 5.72% 1
2024
Q1 		$236M Buy
592,008
+64,968
+12% +$26.3M 5.28% 1
2023
Q4 		$198M Buy
527,040
+71,013
+16% +$25.3M 5.07% 1
2023
Q3 		$144M Buy
456,027
+47,117
+12% +$15.6M 4.56% 1
2023
Q2 		$139M Buy
408,910
+43,735
+12% +$13.7M 4.65% 1
2023
Q1 		$105M Buy
365,175
+15,117
+4% +$3.86M 4% 1
2022
Q4 		$84M Buy
350,058
+19,756
+6% +$4.74M 3.61% 1
2022
Q3 		$76.9M Buy
330,302
+26,583
+9% +$7.02M 3.64% 1
2022
Q2 		$78M Buy
303,719
+37,090
+14% +$10.1M 3.54% 1
2022
Q1 		$82.2M Buy
266,629
+19,976
+8% +$6.01M 3.65% 3
2021
Q4 		$83M Buy
246,653
+29,200
+13% +$9.47M 3.48% 3
2021
Q3 		$61.3M Buy
217,453
+10,180
+5% +$2.96M 3.65% 3
2021
Q2 		$56.1M Buy
207,273
+13,516
+7% +$3.44M 4.29% 1
2021
Q1 		$45.7M Buy
193,757
+136,543
+239% +$31.7M 4.54% 1
2020
Q4 		$12.7M Buy
+57,214
New +$12.3M 3.92% 3

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

NewEdge Wealth's MSFT Position: Q2 2026 in Review

NewEdge Wealth increased its Microsoft (MSFT) stake by 5.1% in Q2 2026, buying an estimated $15.9M and bringing the position to 808,107 shares worth $301M. The position accounts for 3.01% of the portfolio, ranked #5.

NewEdge Wealth first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $381M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • NewEdge Wealth held 808,107 shares of Microsoft worth $301M as of Q2 2026.
  • NewEdge Wealth bought 39,270 Microsoft shares in Q2 2026, an estimated $15.9M.
  • Microsoft made up 3.01% of NewEdge Wealth's portfolio in Q2 2026, its #5 holding.
  • NewEdge Wealth first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Microsoft position peaked at $381M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.