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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
Q2 		$6.37M Buy
17,083
+3,269
+24% +$1.32M 1.88% 14
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New Insight Wealth Advisors's MSFT Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Microsoft (MSFT) stake by 24% in Q2 2026, buying an estimated $1.32M and bringing the position to 17,083 shares worth $6.37M. The position accounts for 1.88% of the portfolio, ranked #14.

New Insight Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • New Insight Wealth Advisors held 17,083 shares of Microsoft worth $6.37M as of Q2 2026.
  • New Insight Wealth Advisors bought 3,269 Microsoft shares in Q2 2026, an estimated $1.32M.
  • Microsoft made up 1.88% of New Insight Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • New Insight Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.