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Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in MICROSOFT CORP

NewEdge Wealth, LLC holds 808,107 shares of MSFT (MICROSOFT CORP), worth $301.4M as of 2026-Q2. The position was increased (+5.1% shares). MSFT represents 3.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$301.4M

Current Shares

808,107

Total Value Change

+$24.4M

Total Shares Change

+164,384

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
808,107
+5.1%
$301.4M3.0%$372.32
60
2026-Q1
Decreased
768,837
-2.5%
$284.6M3.4%$368.68
0
2025-Q4
Increased
788,473
+10.8%
$381.3M4.3%$480.57
63
2025-Q3
Increased
711,837
+2.8%
$361M5.2%$513.72
62
2025-Q2
Increased
692,369
+2.4%
$360.6M5.6%$492.54
62
2025-Q1
Decreased
676,201
-0.6%
$253.8M4.6%$371.03
0
2024-Q4
Increased
679,931
+5.6%
$286.6M5.0%$415.78
60
2024-Q3
Increased
643,723
+9.0%
$277M5.0%$423.61
62

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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