SEC 13F Intelligence

Newedge Advisors, LLC / MSFT

Newedge Advisors, LLC’s Microsoft Corp Position

Does Newedge Advisors, LLC own Microsoft Corp (MSFT)? Yes1.57M shares worth $582M (+2.10% of its 13F portfolio) as of Q2 2026, up from 1.51M shares the prior filed quarter.

Position Value
$582M
Q2 2026
Shares
1.57M
% of Portfolio
+2.10%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $19MQ4 ’18Q1 ’19: $24MQ2 ’19: $28MQ3 ’19: $37MQ4 ’19: $45MQ4 ’19Q1 ’20: $50MQ2 ’20: $69MQ3 ’20: $76MQ4 ’20: $68MQ4 ’20Q1 ’21: $71MQ2 ’21: $84MQ3 ’21: $95MQ4 ’21: $163MQ4 ’21Q2 ’22: $141MQ3 ’22: $131MQ4 ’22: $67MQ1 ’23: $187MQ1 ’23Q2 ’23: $217MQ3 ’23: $217MQ4 ’23: $282MQ1 ’24: $314MQ1 ’24Q2 ’24: $366MQ3 ’24: $369MQ4 ’24: $390MQ1 ’25: $357MQ1 ’25Q2 ’25: $511MQ3 ’25: $556MQ4 ’25: $731MQ2 ’26: $582MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20261.57M$582M+2.10%
Q4 20251.51M$731M+2.65%
Q3 20251.07M$556M+2.53%
Q2 20251.03M$511M+2.63%
Q1 2025950.5K$357M+2.12%
Q4 2024924.5K$390M+2.34%
Q3 2024858.2K$369M+2.40%
Q2 2024818.9K$366M+2.66%
Q1 2024746.9K$314M+2.74%
Q4 2023732.0K$282M+2.67%
Q3 2023687.5K$217M+2.39%
Q2 2023636.0K$217M+2.45%
Q1 2023645.4K$187M+2.34%
Q4 2022612.6K$67M+1.82%
Q3 2022563.7K$131M+2.16%
Q2 2022564.5K$141M+2.34%
Q4 2021485.3K$163M+2.46%
Q3 2021337.5K$95M+2.35%
Q2 2021311.0K$84M+2.24%
Q1 2021301.4K$71M+2.12%
Q4 2020306.1K$68M+2.23%
Q3 2020359.2K$76M+2.63%
Q2 2020340.4K$69M+2.71%
Q1 2020314.2K$50M+2.39%
Q4 2019285.4K$45M+1.79%
Q3 2019268.8K$37M+1.66%
Q2 2019205.8K$28M+1.69%
Q1 2019203.1K$24M+1.55%
Q4 2018182.5K$19M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Newedge Advisors, LLC’s full portfolio or all institutional holders of MSFT.