JFS WEALTH ADVISORS, LLC NSIT — INSIGHT ENTERPRISES INC

Ownership history in JFS WEALTH ADVISORS, LLC  ·  19 quarters on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported INSIGHT ENTERPRISES INC (NSIT) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows NSIT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NSIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JFS WEALTH ADVISORS, LLC's position in INSIGHT ENTERPRISES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NSIT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NSIT stock page JFS WEALTH ADVISORS, LLC fund profile JFS WEALTH ADVISORS, LLC full holdings
How JFS WEALTH ADVISORS, LLC held NSIT — position size vs. price
% of Fund (quarterly)    NSIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 8 -2 -20.0% 0.00% $975 2026-07-10 $119.81
2026 Q1 REDUCED 47.4% +79.7% ❌ 10 -9 -47.4% 0.00% $671 2026-04-21 $76.82
2025 Q4 REDUCED 44.1% -17.8% ✅ 19 -15 -44.1% 0.00% $2K 2026-01-14 $83.72
2025 Q3 REDUCED — — — 34 -1 -2.9% 0.00% $4K 2025-11-10 $91.44
2025 Q2 REDUCED 7.9% -18.5% ✅ 35 -3 -7.9% 0.00% $5K 2025-07-24 $144.45
2025 Q1 REDUCED 7.3% -7.9% ✅ 38 -3 -7.3% 0.00% $6K 2025-04-22 $132.60
2024 Q4 UNCHANGED — — — 41 — 0% 0.00% $6K 2025-01-31 $172.75
2024 Q3 ADDED — — — 41 +1 +2.5% 0.00% $9K 2024-10-25 $209.14
2024 Q2 UNCHANGED — — — 40 — 0% 0.00% $8K 2024-07-15 $208.52
2024 Q1 UNCHANGED — — — 40 — 0% 0.00% $7K 2024-04-30 $182.57
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NSIT

As of 2026 Q2 — sorted by position size

Baron Wealth Management LLC 3Y 0.06% Assenagon Asset Management S.A. 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% Torren Management, LLC 0.0% Retirement Wealth Solutions LLC 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.0%

FAQ About JFS WEALTH ADVISORS, LLC and NSIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has JFS WEALTH ADVISORS, LLC reported owning NSIT?

JFS WEALTH ADVISORS, LLC reported NSIT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NSIT position in JFS WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for NSIT was 0.00% in 2024 Q2.

What is the latest reported NSIT position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 8 shares, equal to 0.00% of portfolio, with an estimated market value of $975.

What does the chart on this NSIT ownership page compare?

The chart compares JFS WEALTH ADVISORS, LLC's quarterly NSIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JFS WEALTH ADVISORS, LLC time their NSIT position?

Based on 13F filing dates vs. subsequent NSIT price moves, JFS WEALTH ADVISORS, LLC correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on NSIT relative to SPY over the holding period was -7.3%.

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