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NewEdge Wealth, LLC

CIK
1861796
City
STAMFORD
State / Country
CT

Top Portfolio Positions

752 positions · $5,956,615,050 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in PSF

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $234,114 12,074
2025-12-31 $244,860 12,074
2025-09-30 $250,897 12,074
2025-06-30 $243,170 12,074
2025-03-31 $241,359 12,074
2024-12-31 $238,702 12,074
2024-09-30 $258,866 12,074
2024-06-30 $238,823 12,074
2024-03-31 $241,359 12,074
2023-12-31 $228,198 12,074
2023-09-30 $218,418 12,074
2023-06-30 $219,263 12,074
2023-03-31 $218,539 12,074
2022-12-31 $226,025 12,074