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
Other major holders of MSFT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 768,837 |
-2.5% |
| $284.6M |
| 3.4% |
| $403.93 |
0 |
| 2025-Q4 | 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 |