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Wingate Wealth Advisors, Inc.

SEC CIK
0002041800
Latest filing
Jul 29, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Wingate Wealth Advisors, Inc., 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)
2,010
Value
$749.8K
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of MSFT by Wingate Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,010$749.8K0.3%00.0%UnchangedHolders
Q1 20262,010$743.9K0.4%−93−4.4%ReducedHolders
Q4 20252,103$1.02M0.6%−119−5.4%ReducedHolders
Q3 20252,222$1.15M0.8%+314+16.5%AddedHolders
Q2 20251,908$949.1K0.8%+127+7.1%AddedHolders
Q1 20251,781$668.6K0.8%−587−24.8%ReducedHolders
Q4 20242,368$998.1K1.0%–No prior filingHolders