Position history for NewEdge Wealth, LLC's holdings in MICROSOFT CORP
NewEdge Wealth, LLC holds 788,473 shares of MSFT (MICROSOFT CORP), worth $381.3M as of 2025-Q4. The position was increased (++10.8% shares). MSFT represents 4.3% of NewEdge Wealth, LLC's portfolio.
Current Value
$381.3M
Current Shares
788,473
Total Value Change
+$117.3M
Total Shares Change
+197,807
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 788,473 |
+10.8% |
| $381.3M |
| 4.3% |
| $487.48 |
63 |
| 2025-Q3 | Increased | 711,837 | +2.8% | $361M | 5.2% | $513.64 | 62 |
| 2025-Q2 | Increased | 692,369 | +2.4% | $360.6M | 5.6% | $494.20 | 62 |
| 2025-Q1 | Decreased | 676,201 | -0.6% | $253.8M | 4.6% | $376.78 | 0 |
| 2024-Q4 | Increased | 679,931 | +5.6% | $286.6M | 5.0% | $421.72 | 60 |
| 2024-Q3 | Increased | 643,723 | +9.0% | $277M | 5.0% | $424.04 | 62 |
| 2024-Q2 | Decreased | 590,666 | -0.2% | $264M | 5.7% | $441.99 | 0 |