Inspirion Wealth Advisors’s Microsoft MSFT Stock Holding History

Inspirion Wealth Advisors’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	$2.41M	Sell	6,271 -291	-4%	-$118K	0.28%	38
2026 Q1	$2.43M	Buy	6,562 +673	+11%	+$282K	0.3%	37
2025 Q4	$2.85M	Buy	5,889 +269	+5%	+$135K	0.35%	34
2025 Q3	$2.42M	Buy	5,620 +472	+9%	+$241K	0.34%	30
2025 Q2	$2.56M	Sell	5,148 -725	-12%	-$315K	0.34%	33
2025 Q1	$2.2M	Buy	5,873 +267	+5%	+$109K	0.31%	30
2024 Q4	$2.37M	Sell	5,606 -14	-0.2%	-$5.96K	0.33%	30
2024 Q3	$2.42M	Buy	5,620 +183	+3%	+$78.2K	0.34%	30
2024 Q2	$2.43M	Buy	5,437 +360	+7%	+$152K	0.37%	31
2024 Q1	$2.14M	Sell	5,077 -232	-4%	-$93.9K	0.35%	33
2023 Q4	$1.97M	Buy	5,309 +113	+2%	+$40.2K	0.35%	36
2023 Q3	$1.64M	Buy	5,196 +149	+3%	+$49.2K	0.32%	40
2023 Q2	$1.72M	Buy	5,047 +835	+20%	+$262K	0.33%	37
2023 Q1	$1.21M	Sell	4,212 -29	-0.7%	-$7.4K	0.24%	41
2022 Q4	$1.02M	Buy	4,241 +3	+0.1%	+$720	0.22%	45
2022 Q3	$987K	Buy	4,238 +58	+1%	+$15.3K	0.22%	42
2022 Q2	$1.07M	Buy	4,180 +344	+9%	+$93.4K	0.24%	45
2022 Q1	$1.18M	Buy	3,836 +820	+27%	+$247K	0.24%	41
2021 Q4	$1.01M	Buy	3,016 +20	+0.7%	+$6.48K	0.21%	46
2021 Q3	$844K	Buy	2,996 +22	+0.7%	+$6.4K	0.19%	46
2021 Q2	$806K	Sell	2,974 -475	-14%	-$121K	0.2%	45
2021 Q1	$813K	Buy	3,449 +307	+10%	+$71.2K	0.22%	44
2020 Q4	$699K	Buy	3,142 +144	+5%	+$31K	0.2%	42
2020 Q3	$630K	Buy	2,998 +2	+0.1%	+$420	0.22%	39
2020 Q2	$610K	Buy	2,996 +104	+4%	+$18.9K	0.24%	37
2020 Q1	$456K	Buy	2,892 +987	+52%	+$162K	0.23%	41
2019 Q4	$300K	Hold	1,905	–	–	0.1%	62
2019 Q3	$265K	Sell	1,905 -30	-2%	-$4.13K	0.12%	64
2019 Q2	$259K	Hold	1,935	–	–	0.11%	64
2019 Q1	$228K	Buy	+1,935	New	+$211K	0.1%	68
2018 Q4	–	Sell	-1,935	Closed	-$221K	–	75
2018 Q3	$221K	Buy	+1,935	New	+$210K	0.09%	71

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Inspirion Wealth Advisors's MSFT Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its Microsoft (MSFT) stake by 4.4% in Q2 2026, selling an estimated $118K and leaving 6,271 shares worth $2.41M. The position accounts for 0.28% of the portfolio, ranked #38.

Inspirion Wealth Advisors first reported a position in MSFT in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.85M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Inspirion Wealth Advisors held 6,271 shares of Microsoft worth $2.41M as of Q2 2026.
Inspirion Wealth Advisors sold 291 Microsoft shares in Q2 2026, an estimated $118K.
Microsoft made up 0.28% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Inspirion Wealth Advisors first reported a position in Microsoft in Q3 2018 and has held it in 31 quarters since.
Inspirion Wealth Advisors's Microsoft position peaked at $2.85M in Q4 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.