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	$3.8M	Buy	+10,200	New	+$4.13M	0.04%	300

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 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.