Position in MSFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$284,600,392
-$96,720,920 QoQ
Shares Held
768,837
-2.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
4.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 3.314746818896593.ToString("F0")%
Shared 0.ToString("F0")%
None 96.6852531811034.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NewEdge Wealth, LLC holds $400,353,006 across 21 Software - Infrastructure names. MSFT ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
768,837 | $284,600,392 | |
| 2 | FTNT |
Fortinet, Inc.
|
402,789 | $32,915,917 | |
| 3 | ORCL |
Oracle Corp
|
206,179 | $30,330,992 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
71,134 | $10,405,481 | |
| 5 | PANW |
Palo Alto Networks Inc
|
55,972 | $8,973,431 | |
| 6 | S |
SentinelOne, Inc.
|
388,868 | $5,008,619 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
34,872 | $4,981,465 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
50,464 | $4,925,412 |
All Filings in MSFT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,600,392 | 768,837 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $381,321,312 | 788,473 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $368,695,974 | 711,837 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $344,391,264 | 692,369 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $253,839,093 | 676,201 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $286,590,916 | 679,931 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $276,994,006 | 643,723 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $263,998,168 | 590,666 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $249,069,605 | 592,008 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $198,188,121 | 527,040 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $143,990,525 | 456,027 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $139,250,211 | 408,910 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $105,279,952 | 365,175 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $83,950,909 | 350,058 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $76,927,335 | 330,302 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $78,004,150 | 303,719 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $82,204,386 | 266,629 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $82,954,336 | 246,653 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $61,304,349 | 217,453 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $56,150,255 | 207,273 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $45,682,087 | 193,757 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $12,725,537 | 57,214 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||