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Private Wealth Advisors

SEC CIK
0001787027
Latest filing
Aug 6, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Private Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
15,527
Value
$5.79M
% of portfolio
1.7%
Quarters held
14
Since Q3 2021
Holdings of MSFT by Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,527$5.79M1.7%+14,789+2,003.9%AddedHolders
Q1 2026738$273.4K0.1%+12+1.7%AddedHolders
Q4 2025726$351.2K0.1%+21+3.0%AddedHolders
Q3 2025705$365.2K0.1%+1+0.1%AddedHolders
Q2 2025704$350.2K0.1%+1+0.1%AddedHolders
Q1 2025703$263.9K0.1%+1+0.1%AddedHolders
Q4 2024702$295.9K0.1%+1+0.1%AddedHolders
Q3 2024701$294.8K0.1%+103+17.2%AddedHolders
Q2 2024598$272.9K0.1%+1+0.2%AddedHolders
Q1 2024597$251.0K0.1%−3−0.5%ReducedHolders
Q4 2023600$225.5K0.1%+600NewHolders
Q3 20230$00.0%−601−100.0%Sold outHolders
Q2 2023601$204.8K0.1%+601NewHolders
Q1 20220$00.0%−625−100.0%Sold outHolders
Q4 2021625$210.0K0.1%−69−9.9%ReducedHolders
Q3 2021694$229.0K0.1%+694NewHolders