Inspirion Wealth Advisors’s Microsoft MSFT Stock Holding History
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
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. 6,237 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.
- 6,237 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.