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Park Edge Advisors’s Microsoft MSFT Stock Holding History

Park 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
Q2 		$3.33M Buy
8,923
+857
+11% +$347K 0.7% 25
2026
Q1 		$2.99M Buy
8,066
+141
+2% +$59K 0.69% 22
2025
Q4 		$3.83M Sell
7,925
-852
-10% -$427K 0.87% 21
2025
Q3 		$4.55M Buy
8,777
+893
+11% +$456K 1.05% 13
2025
Q2 		$3.92M Buy
7,884
+426
+6% +$185K 1.01% 14
2025
Q1 		$2.8M Sell
7,458
-284
-4% -$116K 0.78% 20
2024
Q4 		$3.26M Buy
7,742
+320
+4% +$136K 0.95% 17
2024
Q3 		$3.19M Buy
7,422
+231
+3% +$98.7K 0.91% 15
2024
Q2 		$3.21M Sell
7,191
-509
-7% -$215K 0.98% 14
2024
Q1 		$3.24M Buy
7,700
+1,041
+16% +$421K 0.9% 14
2023
Q4 		$2.5M Sell
6,659
-1,210
-15% -$431K 0.87% 11
2023
Q3 		$2.48M Buy
7,869
+1,001
+15% +$331K 0.89% 12
2023
Q2 		$2.34M Sell
6,868
-306
-4% -$95.9K 0.79% 12
2023
Q1 		$2.07M Sell
7,174
-3,411
-32% -$870K 0.79% 11
2022
Q4 		$2.54M Buy
+10,585
New +$2.54M 1.11% 10

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Park Edge Advisors's MSFT Position: Q2 2026 in Review

Park Edge Advisors increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $347K and bringing the position to 8,923 shares worth $3.33M. The position accounts for 0.7% of the portfolio, ranked #25.

Park Edge Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.55M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Park Edge Advisors held 8,923 shares of Microsoft worth $3.33M as of Q2 2026.
  • Park Edge Advisors bought 857 Microsoft shares in Q2 2026, an estimated $347K.
  • Microsoft made up 0.7% of Park Edge Advisors's portfolio in Q2 2026, its #25 holding.
  • Park Edge Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Park Edge Advisors's Microsoft position peaked at $4.55M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.