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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Insight Advisors's MSFT Position: Q1 2026 in Review

Insight Advisors reduced its Microsoft (MSFT) stake by 8.7% in Q1 2026, selling an estimated $649K and leaving 16,201 shares worth $6M. The position accounts for 1.14% of the portfolio, ranked #13.

Insight Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.21M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Insight Advisors held 16,201 shares of Microsoft worth $6M as of Q1 2026.
  • Insight Advisors sold 1,551 Microsoft shares in Q1 2026, an estimated $649K.
  • Microsoft made up 1.14% of Insight Advisors's portfolio in Q1 2026, its #13 holding.
  • Insight Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Microsoft position peaked at $9.21M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.