Insight Advisors
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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
2025
Q3 		– Sell
-100
Closed -$49.7K – 294
2025
Q2 		$49.7K Buy
+100
New +$43.4K 0.01% 286

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 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. 3,890 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.
  • 3,890 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.