Insight Wealth Partners
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Insight Wealth Partners’s Microsoft MSFT Stock Holding History

Insight Wealth Partners’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 		$1.14M Sell
2,231
-89
-4% -$41.2K 0.15% 57
2026
Q2 		$866K Sell
2,320
-7
-0.3% -$2.83K 0.12% 67
2026
Q1 		$861K Sell
2,327
-32
-1% -$13.4K 0.12% 66
2025
Q4 		$1.14M Sell
2,359
-139
-6% -$69.7K 0.16% 43
2025
Q3 		$1.29M Buy
2,498
+34
+1% +$17.3K 0.39% 39
2025
Q2 		$1.23M Buy
2,464
+214
+10% +$92.9K 0.48% 35
2025
Q1 		$845K Sell
2,250
-585
-21% -$239K 0.14% 49
2024
Q4 		$1.19M Sell
2,835
-1,870
-40% -$797K 0.16% 39
2024
Q3 		$2.02M Buy
4,705
+2,447
+108% +$1.05M 0.4% 29
2024
Q2 		$1.01M Buy
2,258
+197
+10% +$83.2K 0.17% 34
2024
Q1 		$867K Buy
2,061
+85
+4% +$34.4K 0.15% 38
2023
Q4 		$743K Buy
1,976
+709
+56% +$252K 0.13% 42
2023
Q3 		$400K Buy
1,267
+124
+11% +$41K 0.08% 54
2023
Q2 		$389K Buy
1,143
+268
+31% +$84K 0.09% 54
2023
Q1 		$252K Buy
+875
New +$223K 0.06% 53
2022
Q2 		– Sell
-1,730
Closed -$533K – 69
2022
Q1 		$533K Sell
1,730
-629
-27% -$189K 0.3% 40
2021
Q4 		$793K Buy
+2,359
New +$765K 0.15% 35
2021
Q1 		– Sell
-1,371
Closed -$305K – 57
2020
Q4 		$305K Hold
1,371
– – 0.19% 44
2020
Q3 		$288K Buy
+1,371
New +$288K 0.28% 44

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 Wealth Partners's MSFT Position: Q3 2026 in Review

Insight Wealth Partners reduced its Microsoft (MSFT) stake by 3.8% in Q3 2026, selling an estimated $41.2K and leaving 2,231 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #57.

Insight Wealth Partners first reported a position in MSFT in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.02M in Q3 2024. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Insight Wealth Partners held 2,231 shares of Microsoft worth $1.14M as of Q3 2026.
  • Insight Wealth Partners sold 89 Microsoft shares in Q3 2026, an estimated $41.2K.
  • Microsoft made up 0.15% of Insight Wealth Partners's portfolio in Q3 2026, its #57 holding.
  • Insight Wealth Partners first reported a position in Microsoft in Q3 2020 and has held it in 19 quarters since.
  • Insight Wealth Partners's Microsoft position peaked at $2.02M in Q3 2024.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.