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Insight Wealth Strategies’s Microsoft MSFT Stock Holding History

Insight Wealth Strategies’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 		$7.7M Buy
20,025
+1,376
+7% +$557K 0.75% 35
2026
Q1 		$6.9M Buy
18,649
+2,510
+16% +$1.05M 0.77% 38
2025
Q4 		$7.8M Buy
16,139
+367
+2% +$184K 0.89% 31
2025
Q3 		$8.17M Buy
15,772
+56
+0.4% +$28.6K 0.96% 28
2025
Q2 		$7.73M Buy
15,716
+3,068
+24% +$1.33M 0.98% 27
2025
Q1 		$4.75M Buy
12,648
+89
+0.7% +$36.3K 0.64% 35
2024
Q4 		$5.29M Buy
12,559
+752
+6% +$320K 0.71% 36
2024
Q3 		$5.08M Buy
11,807
+81
+0.7% +$34.6K 0.67% 37
2024
Q2 		$5.24M Buy
11,726
+84
+0.7% +$35.5K 0.75% 30
2024
Q1 		$4.9M Sell
11,642
-1,699
-13% -$688K 0.72% 31
2023
Q4 		$5.02M Sell
13,341
-1,028
-7% -$366K 0.81% 27
2023
Q3 		$4.54M Buy
14,369
+524
+4% +$173K 0.88% 24
2023
Q2 		$4.71M Sell
13,845
-443
-3% -$139K 0.9% 22
2023
Q1 		$4.12M Sell
14,288
-28,734
-67% -$7.33M 0.81% 22
2022
Q4 		$10.3M Buy
43,022
+768
+2% +$184K 1.99% 17
2022
Q3 		$10.9M Hold
42,254
– – 2.02% 17
2022
Q2 		$10.9M Sell
42,254
-54
-0.1% -$14.7K 2.02% 17
2022
Q1 		$13M Buy
42,308
+2,765
+7% +$832K 1.92% 19
2021
Q4 		$13.3M Sell
39,543
-2,769
-7% -$898K 1.9% 20
2021
Q3 		$11.9M Sell
42,312
-57
-0.1% -$16.6K 1.68% 21
2021
Q2 		$11.5M Sell
42,369
-9,619
-19% -$2.44M 1.63% 21
2021
Q1 		$12.3M Buy
51,988
+10,482
+25% +$2.43M 1.64% 21
2020
Q4 		$9.23M Buy
41,506
+3,278
+9% +$705K 1.57% 20
2020
Q3 		$8.04M Buy
38,228
+10,123
+36% +$2.13M 1.49% 20
2020
Q2 		$5.72M Sell
28,105
-364
-1% -$66.1K 1.27% 20
2020
Q1 		$4.49M Sell
28,469
-44,749
-61% -$7.36M 1.19% 20
2019
Q4 		$11.5M Sell
73,218
-322
-0.4% -$47.3K 2.44% 12
2019
Q3 		$10.2M Buy
73,540
+11,564
+19% +$1.59M 2.4% 12
2019
Q2 		$8.3M Buy
61,976
+11,075
+22% +$1.41M 2.03% 14
2019
Q1 		$6M Buy
50,901
+2,374
+5% +$259K 1.68% 14
2018
Q4 		$4.93M Buy
+48,527
New +$5.2M 1.51% 15

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Insight Wealth Strategies increased its Microsoft (MSFT) stake by 7.4% in Q2 2026, buying an estimated $557K and bringing the position to 20,025 shares worth $7.7M. The position accounts for 0.75% of the portfolio, ranked #35.

Insight Wealth Strategies first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.3M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Insight Wealth Strategies held 20,025 shares of Microsoft worth $7.7M as of Q2 2026.
  • Insight Wealth Strategies bought 1,376 Microsoft shares in Q2 2026, an estimated $557K.
  • Microsoft made up 0.75% of Insight Wealth Strategies's portfolio in Q2 2026, its #35 holding.
  • Insight Wealth Strategies first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's Microsoft position peaked at $13.3M in Q4 2021.
  • 2,471 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.