IIL
MSFT icon

Insight Inv LLC’s Microsoft MSFT Stock Holding History

Insight Inv LLC’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
Q2 		$4.21M Sell
11,286
-167
-1% -$67.6K 1.98% 12
2026
Q1 		$4.24M Buy
11,453
+1,571
+16% +$657K 2.32% 7
2025
Q4 		$4.78M Sell
9,882
-157
-2% -$78.7K 2.68% 4
2025
Q3 		$5.2M Sell
10,039
-304
-3% -$155K 3.05% 2
2025
Q2 		$5.14M Sell
10,343
-39,787
-79% -$17.3M 3.45% 2
2025
Q1 		$4.05M Buy
50,130
+39,605
+376% +$16.1M 2.79% 3
2024
Q4 		$4.44M Buy
10,525
+968
+10% +$412K 3.09% 2
2024
Q3 		$4.11M Hold
9,557
– – 3.45% 2
2024
Q2 		$4.27M Buy
9,557
+180
+2% +$76K 3.69% 2
2024
Q1 		$3.95M Hold
9,377
– – 3.42% 3
2023
Q4 		$3.53M Hold
9,377
– – 3.46% 2
2023
Q3 		$3.11M Sell
9,377
-163
-2% -$53.9K 3.44% 2
2023
Q2 		$3.25M Buy
9,540
+28
+0.3% +$8.78K 3.34% 2
2023
Q1 		$2.74M Sell
9,512
-145
-2% -$37K 2.96% 2
2022
Q4 		$2.32M Buy
9,657
+60
+0.6% +$14.4K 2.34% 5
2022
Q3 		$2.23M Hold
9,597
– – 2.48% 3
2022
Q2 		$2.46M Buy
9,597
+15
+0.2% +$4.07K 2.49% 3
2022
Q1 		$2.95M Sell
9,582
-145
-1% -$43.6K 2.68% 3
2021
Q4 		$3.27M Buy
+9,727
New +$3.15M 3.01% 3

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Insight Inv LLC's MSFT Position: Q2 2026 in Review

Insight Inv LLC reduced its Microsoft (MSFT) stake by 1.5% in Q2 2026, selling an estimated $67.6K and leaving 11,286 shares worth $4.21M. The position accounts for 1.98% of the portfolio, ranked #12.

Insight Inv LLC first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.2M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Insight Inv LLC held 11,286 shares of Microsoft worth $4.21M as of Q2 2026.
  • Insight Inv LLC sold 167 Microsoft shares in Q2 2026, an estimated $67.6K.
  • Microsoft made up 1.98% of Insight Inv LLC's portfolio in Q2 2026, its #12 holding.
  • Insight Inv LLC first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's Microsoft position peaked at $5.2M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.