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

NewEdge Wealth, LLC holds 768,837 shares of MSFT (MICROSOFT CORP), worth $284.6M as of 2026-Q1. The position was decreased (-2.5% shares). MSFT represents 3.4% of NewEdge Wealth, LLC's portfolio.

Current Value

$284.6M

Current Shares

768,837

Total Value Change

+$20.6M

Total Shares Change

+178,171

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
768,837
-2.5%
$284.6M3.4%$403.93
0
2025-Q4
Increased
788,473
+10.8%
$381.3M4.3%$487.48
63
2025-Q3
Increased
711,837
+2.8%
$361M5.2%$513.64
62
2025-Q2
Increased
692,369
+2.4%
$360.6M5.6%$494.20
62
2025-Q1
Decreased
676,201
-0.6%
$253.8M4.6%$376.78
0
2024-Q4
Increased
679,931
+5.6%
$286.6M5.0%$421.72
60
2024-Q3
Increased
643,723
+9.0%
$277M5.0%$424.04
62
2024-Q2
Decreased
590,666
-0.2%
$264M5.7%$441.99
0

Other major holders of MSFT: VANGUARD GROUP INC, BlackRock, Inc.

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