NewEdge Wealth, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 3,467,101 shares of $USFR (~$174,568,535). This was an increase of ~45% over their previous position.
- An addition of 921,976 shares of $P (~$72,642,489). This was an increase of ~inf% over their previous position.
- An addition of 223,602 shares of $NVDA (~$44,740,524). This was an increase of ~16% over their previous position.
- An addition of 164,971 shares of $MS (~$34,485,538). This was an increase of ~1012% over their previous position.
- A decrease of -203,937 shares of $CRM (~$31,948,770). This was a decrease of ~92% from their previous position.
- A decrease of -327,628 shares of $WFC (~$27,075,178). This was a decrease of ~30% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for NewEdge Wealth, LLC for more details.
