Position in MSFT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,469,725
+$566,425 QoQ
Shares Held
20,025
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#2,769
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Insight Wealth Strategies, LLC holds $32,785,298 across 5 Software - Infrastructure names. MSFT ranks #3 (22.8% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,469,725 | 20,025 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,903,300 | 18,649 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,805,143 | 16,139 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $8,169,107 | 15,772 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $7,817,295 | 15,716 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $4,747,932 | 12,648 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $5,293,618 | 12,559 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $5,080,552 | 11,807 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,240,935 | 11,726 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $4,898,022 | 11,642 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $5,016,749 | 13,341 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,537,011 | 14,369 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,714,776 | 13,845 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,119,230 | 14,288 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $10,317,536 | 43,022 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $9,840,956 | 42,254 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $10,852,094 | 42,254 | Shares | Sole | 2022-07-01 | |
| 2022-03-31 | $13,043,979 | 42,308 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $13,299,101 | 39,543 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $11,928,599 | 42,312 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $11,477,762 | 42,369 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,257,210 | 51,988 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,231,764 | 41,506 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $8,040,495 | 38,228 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,719,648 | 28,105 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,489,845 | 28,469 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||