Wealthedge Investment Advisors’s Microsoft MSFT Stock Holding History

Wealthedge Investment 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	$13.1M	Buy	35,109 +748	+2%	+$303K	4.45%	2
2026 Q1	$12.7M	Buy	34,361 +13,554	+65%	+$5.67M	4.67%	2
2025 Q4	$10.1M	Buy	20,807 +4,331	+26%	+$2.17M	3.72%	3
2025 Q3	$8.53M	Buy	16,476 +5,028	+44%	+$2.56M	3.23%	3
2025 Q2	$5.69M	Sell	11,448 -6,565	-36%	-$2.85M	2.37%	8
2025 Q1	$6.76M	Buy	18,013 +9,867	+121%	+$4.02M	3.05%	4
2024 Q4	$3.43M	Buy	+8,146	New	+$3.47M	1.55%	16

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wealthedge Investment Advisors's MSFT Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Microsoft (MSFT) stake by 2.2% in Q2 2026, buying an estimated $303K and bringing the position to 35,109 shares worth $13.1M. The position accounts for 4.45% of the portfolio, ranked #2.

Wealthedge Investment Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wealthedge Investment Advisors held 35,109 shares of Microsoft worth $13.1M as of Q2 2026.
Wealthedge Investment Advisors bought 748 Microsoft shares in Q2 2026, an estimated $303K.
Microsoft made up 4.45% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #2 holding.
Wealthedge Investment Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.