Insight Advisors
MSFT icon

Insight Advisors’s Microsoft MSFT Stock Holding History

Insight Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.49M Sell
14,593
-1,113
-7% -$515K 1.32% 14
2026
Q2 		$5.86M Sell
15,706
-495
-3% -$200K 1.03% 15
2026
Q1 		$6M Sell
16,201
-1,551
-9% -$649K 1.14% 13
2025
Q4 		$8.59M Sell
17,752
-2
-0% -$1K 1.3% 12
2025
Q3 		$9.21M Sell
17,754
-44
-0.2% -$22.4K 1.41% 10
2025
Q2 		$8.85M Sell
17,798
-966
-5% -$420K 1.42% 10
2025
Q1 		$7.04M Sell
18,764
-40
-0.2% -$16.3K 1.23% 10
2024
Q4 		$7.99M Sell
18,804
-488
-3% -$208K 1.35% 10
2024
Q3 		$8.3M Sell
19,292
-361
-2% -$154K 1.43% 8
2024
Q2 		$8.79M Buy
19,653
+105
+0.5% +$44.3K 1.59% 7
2024
Q1 		$8.22M Buy
19,548
+1,756
+10% +$711K 1.58% 6
2023
Q4 		$6.69M Buy
17,792
+49
+0.3% +$17.4K 1.41% 6
2023
Q3 		$5.6M Buy
17,743
+451
+3% +$149K 1.28% 7
2023
Q2 		$5.89M Sell
17,292
-56
-0.3% -$17.6K 1.32% 5
2023
Q1 		$5M Sell
17,348
-2,524
-13% -$644K 1.17% 5
2022
Q4 		$4.76M Sell
19,872
-190
-0.9% -$45.6K 1.67% 4
2022
Q3 		$4.67M Buy
20,062
+588
+3% +$155K 1.84% 5
2022
Q2 		$5.5M Sell
19,474
-1,032
-5% -$280K 1.86% 4
2022
Q1 		$6.32M Buy
20,506
+1,309
+7% +$394K 1.89% 4
2021
Q4 		$6.46M Sell
19,197
-1,957
-9% -$634K 1.9% 4
2021
Q3 		$7.12M Sell
21,154
-260
-1% -$75.6K 2.13% 4
2021
Q2 		$6.1M Buy
21,414
+391
+2% +$99.4K 1.91% 4
2021
Q1 		$5.3M Buy
21,023
+1,750
+9% +$406K 1.68% 4
2020
Q4 		$4.29M Buy
+19,273
New +$4.14M 1.62% 7

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Insight Advisors's MSFT Position: Q3 2026 in Review

Insight Advisors reduced its Microsoft (MSFT) stake by 7.1% in Q3 2026, selling an estimated $515K and leaving 14,593 shares worth $7.49M. The position accounts for 1.32% of the portfolio, ranked #14.

Insight Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.21M in Q3 2025. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Insight Advisors held 14,593 shares of Microsoft worth $7.49M as of Q3 2026.
  • Insight Advisors sold 1,113 Microsoft shares in Q3 2026, an estimated $515K.
  • Microsoft made up 1.32% of Insight Advisors's portfolio in Q3 2026, its #14 holding.
  • Insight Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Microsoft position peaked at $9.21M in Q3 2025.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.