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PCG Wealth Advisors, LLC

SEC CIK
0001905393
Latest filing
Aug 3, 2026

MSFT holding history

Microsoft Corp in every 13F filed by PCG Wealth Advisors, LLC, 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)
6,083
Value
$2.27M
% of portfolio
0.5%
Quarters held
19
Since Q4 2021
Holdings of MSFT by PCG Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,083$2.27M0.5%−57−0.9%ReducedHolders
Q1 20266,140$2.27M0.6%+172+2.9%AddedHolders
Q4 20255,968$2.89M0.8%−27−0.5%ReducedHolders
Q3 20255,995$3.11M0.9%+35+0.6%AddedHolders
Q2 20255,960$2.96M1.5%+26+0.4%AddedHolders
Q1 20255,934$2.23M0.8%−916−13.4%ReducedHolders
Q4 20246,850$2.89M1.1%+188+2.8%AddedHolders
Q3 20246,662$2.87M1.1%+1,145+20.8%AddedHolders
Q2 20245,517$2.47M1.1%+900+19.5%AddedHolders
Q1 20244,617$1.94M0.9%+951+25.9%AddedHolders
Q4 20233,666$1.38M0.8%+83+2.3%AddedHolders
Q3 20233,583$1.13M0.7%+3+0.1%AddedHolders
Q2 20233,580$1.22M0.8%+75+2.1%AddedHolders
Q1 20233,505$1.01M0.6%−158−4.3%ReducedHolders
Q4 20223,663$878.6K0.6%−3,644−49.9%ReducedHolders
Q3 20227,307$1.70M0.6%+3,431+88.5%AddedHolders
Q2 20223,876$996.0K0.7%+36+0.9%AddedHolders
Q1 20223,840$1.18M0.8%+1,676+77.4%AddedHolders
Q4 20212,164$724.0K0.5%–No prior filingHolders