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Concord Wealth Partners’s Insight Enterprises NSIT Stock Holding History

Concord Wealth Partners’s Portfolio NSIT Stock Details NSIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$1.37K – 916
2024
Q4 		$1.37K Hold
9
– – ﹤0.01% 754
2024
Q3 		$1.94K Buy
+9
New +$1.85K ﹤0.01% 750
2023
Q1 		– Sell
-9
Closed -$902 – 1146
2022
Q4 		$902 Buy
+9
New +$860 ﹤0.01% 1079

Other funds holding NSIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Concord Wealth Partners's NSIT Position: Q1 2025 in Review

Concord Wealth Partners sold out of Insight Enterprises (NSIT) in Q1 2025, closing a stake of 9 shares — an estimated $1.37K sold.

Concord Wealth Partners first reported a position in NSIT in Q4 2022 and held it in 3 quarters. The position peaked at $1.94K in Q3 2024. 334 funds tracked by Wall St. Rank hold NSIT as of Q1 2025.

  • Concord Wealth Partners reported no remaining Insight Enterprises position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 9 Insight Enterprises shares in Q1 2025, an estimated $1.37K.
  • Concord Wealth Partners first reported a position in Insight Enterprises in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Insight Enterprises position peaked at $1.94K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Insight Enterprises as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.