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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
Q3 		$10.1M Sell
19,681
-344
-2% -$159K 1% 27
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

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Insight Wealth Strategies's MSFT Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Microsoft (MSFT) stake by 1.7% in Q3 2026, selling an estimated $159K and leaving 19,681 shares worth $10.1M. The position accounts for 1% of the portfolio, ranked #27.

Insight Wealth Strategies first reported a position in MSFT in Q4 2018 and has held it in 32 quarters since. The position peaked at $13.3M in Q4 2021. 381 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Insight Wealth Strategies held 19,681 shares of Microsoft worth $10.1M as of Q3 2026.
  • Insight Wealth Strategies sold 344 Microsoft shares in Q3 2026, an estimated $159K.
  • Microsoft made up 1% of Insight Wealth Strategies's portfolio in Q3 2026, its #27 holding.
  • Insight Wealth Strategies first reported a position in Microsoft in Q4 2018 and has held it in 32 quarters since.
  • Insight Wealth Strategies's Microsoft position peaked at $13.3M in Q4 2021.
  • 381 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.