Ownership history in NewEdge Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 788,473 | +76,636 | +10.8% | 4.31% | $381.3M | $482.52 |
| 2025 Q3 | ADDED | 711,837 | +19,468 | +2.8% | 5.18% | $361.0M | $515.81 |
| 2025 Q2 | ADDED | 692,369 | +16,168 | +2.4% | 5.65% | $360.6M | $494.54 |
| 2025 Q1 | REDUCED | 676,201 | -3,730 | -0.5% | 4.60% | $253.8M | $372.54 |
| 2024 Q4 | ADDED | 679,931 | +36,208 | +5.6% | 4.97% | $286.6M | $417.46 |
| 2024 Q3 | ADDED | 643,723 | +53,057 | +9.0% | 5.00% | $277.0M | $425.32 |
| 2024 Q2 | REDUCED | 590,666 | -1,342 | -0.2% | 5.72% | $264.0M | $440.99 |
| 2024 Q1 | ADDED | 592,008 | +64,968 | +12.3% | 5.28% | $235.5M | $414.36 |
| 2023 Q4 | ADDED | 527,040 | +71,013 | +15.6% | 5.07% | $198.2M | $369.67 |
| 2023 Q3 | ADDED | 456,027 | +47,117 | +11.5% | 4.56% | $144.0M | $309.77 |
As of 2025 Q4 — sorted by position size