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New Insight Wealth Advisors’s Microsoft MSFT Stock Holding History

New Insight 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
Q1 		$5.11M Buy
13,814
+1,392
+11% +$582K 1.83% 16
2025
Q4 		$6.01M Buy
12,422
+1,131
+10% +$567K 2.15% 13
2025
Q3 		$5.85M Buy
11,291
+570
+5% +$291K 2.2% 12
2025
Q2 		$5.33M Buy
10,721
+163
+2% +$70.8K 2.19% 12
2025
Q1 		$3.96M Buy
10,558
+2,675
+34% +$1.09M 1.8% 16
2024
Q4 		$3.32M Buy
7,883
+314
+4% +$134K 1.66% 17
2024
Q3 		$3.26M Buy
7,569
+188
+3% +$80.4K 1.71% 17
2024
Q2 		$3.3M Buy
7,381
+184
+3% +$77.7K 1.94% 16
2024
Q1 		$3.03M Buy
7,197
+76
+1% +$30.8K 1.89% 17
2023
Q4 		$2.68M Buy
+7,121
New +$2.53M 1.8% 18

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

New Insight Wealth Advisors's MSFT Position: Q1 2026 in Review

New Insight Wealth Advisors increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $582K and bringing the position to 13,814 shares worth $5.11M. The position accounts for 1.83% of the portfolio, ranked #16.

New Insight Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.01M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • New Insight Wealth Advisors held 13,814 shares of Microsoft worth $5.11M as of Q1 2026.
  • New Insight Wealth Advisors bought 1,392 Microsoft shares in Q1 2026, an estimated $582K.
  • Microsoft made up 1.83% of New Insight Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • New Insight Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Microsoft position peaked at $6.01M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.