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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Insight Wealth Partners's MSFT Position: Q2 2026 in Review

Insight Wealth Partners reduced its Microsoft (MSFT) stake by 0.3% in Q2 2026, selling an estimated $2.83K and leaving 2,320 shares worth $866K. The position accounts for 0.12% of the portfolio, ranked #67.

Insight Wealth Partners first reported a position in MSFT in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.02M in Q3 2024. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Insight Wealth Partners held 2,320 shares of Microsoft worth $866K as of Q2 2026.
  • Insight Wealth Partners sold 7 Microsoft shares in Q2 2026, an estimated $2.83K.
  • Microsoft made up 0.12% of Insight Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Insight Wealth Partners first reported a position in Microsoft in Q3 2020 and has held it in 18 quarters since.
  • Insight Wealth Partners's Microsoft position peaked at $2.02M in Q3 2024.
  • 6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.