WEALTHEDGE INVESTMENT ADVISORS, LLC MSFT — MICROSOFT CORP

Ownership history in WEALTHEDGE INVESTMENT ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

WEALTHEDGE INVESTMENT ADVISORS, LLC reported MICROSOFT CORP (MSFT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 4.67% in 2026 Q1. The latest visible filing shows MSFT at 4.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTHEDGE INVESTMENT ADVISORS, LLC's position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MSFT was reported at 4.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.67% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page WEALTHEDGE INVESTMENT ADVISORS, LLC fund profile WEALTHEDGE INVESTMENT ADVISORS, LLC full holdings
How WEALTHEDGE INVESTMENT ADVISORS, LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 35,109 +748 +2.2% 4.45% $13.1M 2026-07-21 $397.75
2026 Q1 ADDED — — — 34,361 +13,554 +65.1% 4.67% $12.7M 2026-05-08 $414.22
2025 Q4 ADDED — — — 20,807 +4,331 +26.3% 3.72% $10.1M 2026-02-17 $395.10
2025 Q3 ADDED — — — 16,476 +5,028 +43.9% 3.23% $8.5M 2025-11-12 $507.92
2025 Q2 REDUCED 36.4% +3.6% ❌ 11,448 -6,565 -36.4% 2.37% $5.7M 2025-08-13 $516.45
2025 Q1 ADDED — — — 18,013 +9,867 +121.1% 3.05% $6.8M 2025-05-13 $444.76
2024 Q4 INITIATED — — — 8,146 — — 1.55% $3.4M 2025-03-12 $379.54

🏢 Other funds also holding MSFT

As of 2026 Q2 — sorted by position size

Groupe des Assurances du Credit Mutuel 100.0% SANDER CAPITAL ADVISORS INC 3Y 7Y 38.92% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 22.48% Union Bancaire Privee, UBP SA 15.76% Ahara Advisors LLC 14.01% Metropolis Capital Ltd 3Y 7Y 13.99% Constitution Capital LLC 3Y 13.46% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.03% Milestones Administradora de Recursos Ltda. 12.79% CYPRESS FUNDS LLC 3Y 7Y 11.42%

FAQ About WEALTHEDGE INVESTMENT ADVISORS, LLC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTHEDGE INVESTMENT ADVISORS, LLC reported owning MSFT?

WEALTHEDGE INVESTMENT ADVISORS, LLC reported MSFT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported MSFT position in WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MSFT was 4.67% in 2026 Q1.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q2, when WEALTHEDGE INVESTMENT ADVISORS, LLC reported 35,109 shares, equal to 4.45% of portfolio, with an estimated market value of $13.1M.

What does the chart on this MSFT ownership page compare?

The chart compares WEALTHEDGE INVESTMENT ADVISORS, LLC's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTHEDGE INVESTMENT ADVISORS, LLC time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, WEALTHEDGE INVESTMENT ADVISORS, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MSFT relative to SPY over the holding period was -17.5%.

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