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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
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 $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 Wealth Partners's MSFT Position: Q1 2026 in Review

Insight Wealth Partners reduced its Microsoft (MSFT) stake by 1.4% in Q1 2026, selling an estimated $13.4K and leaving 2,327 shares worth $861K. The position accounts for 0.12% of the portfolio, ranked #66.

Insight Wealth Partners first reported a position in MSFT in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.02M in Q3 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Insight Wealth Partners held 2,327 shares of Microsoft worth $861K as of Q1 2026.
  • Insight Wealth Partners sold 32 Microsoft shares in Q1 2026, an estimated $13.4K.
  • Microsoft made up 0.12% of Insight Wealth Partners's portfolio in Q1 2026, its #66 holding.
  • Insight Wealth Partners first reported a position in Microsoft in Q3 2020 and has held it in 17 quarters since.
  • Insight Wealth Partners's Microsoft position peaked at $2.02M in Q3 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.