ACB
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Aristotle Capital Boston’s MACOM Technology Solutions MTSI Stock Holding History

Aristotle Capital Boston’s Portfolio MTSI Stock Details MTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.8M Sell
206,116
-50,272
-20% -$11.2M 2.85% 2
2025
Q4 		$43.9M Sell
256,388
-69,665
-21% -$11.1M 2.41% 2
2025
Q3 		$40.6M Sell
326,053
-5,470
-2% -$722K 2.09% 5
2025
Q2 		$47.5M Sell
331,523
-81,811
-20% -$9.56M 2.42% 5
2025
Q1 		$41.5M Sell
413,334
-96,676
-19% -$11.8M 2.07% 7
2024
Q4 		$66.3M Sell
510,010
-57,140
-10% -$7.19M 2.45% 2
2024
Q3 		$63.1M Sell
567,150
-20,065
-3% -$2.1M 2.09% 8
2024
Q2 		$65.5M Sell
587,215
-83,534
-12% -$8.52M 2.2% 5
2024
Q1 		$64.2M Sell
670,749
-19,373
-3% -$1.71M 1.95% 7
2023
Q4 		$64.1M Sell
690,122
-194,138
-22% -$16M 1.96% 5
2023
Q3 		$72.1M Sell
884,260
-75,411
-8% -$5.58M 2.33% 2
2023
Q2 		$62.9M Buy
959,671
+22,393
+2% +$1.36M 1.89% 7
2023
Q1 		$66.4M Buy
937,278
+15,424
+2% +$1.04M 2.05% 4
2022
Q4 		$58.1M Sell
921,854
-24,733
-3% -$1.54M 1.83% 5
2022
Q3 		$49M Sell
946,587
-92,962
-9% -$5.09M 1.66% 7
2022
Q2 		$47.9M Buy
1,039,549
+881
+0.1% +$45.4K 1.43% 10
2022
Q1 		$62.2M Sell
1,038,668
-17,844
-2% -$1.12M 1.57% 7
2021
Q4 		$82.7M Sell
1,056,512
-40,037
-4% -$2.89M 1.94% 3
2021
Q3 		$71.1M Sell
1,096,549
-1,480
-0.1% -$90.9K 1.67% 6
2021
Q2 		$70.4M Sell
1,098,029
-59,049
-5% -$3.43M 1.61% 8
2021
Q1 		$67.1M Sell
1,157,078
-159,518
-12% -$9.89M 1.49% 10
2020
Q4 		$72.5M Sell
1,316,596
-169,290
-11% -$7.22M 1.72% 7
2020
Q3 		$50.5M Buy
1,485,886
+62,817
+4% +$2.28M 1.46% 16
2020
Q2 		$48.9M Buy
1,423,069
+148,660
+12% +$4.34M 1.48% 14
2020
Q1 		$24.1M Buy
1,274,409
+23,433
+2% +$595K 1.03% 35
2019
Q4 		$33.3M Buy
1,250,976
+24,764
+2% +$591K 0.92% 43
2019
Q3 		$26.4M Buy
1,226,212
+257,787
+27% +$5.04M 0.77% 54
2019
Q2 		$14.7M Buy
968,425
+41,711
+5% +$629K 0.46% 93
2019
Q1 		$15.5M Buy
926,714
+513,250
+124% +$8.94M 0.52% 87
2018
Q4 		$6M Buy
+413,464
New +$6.67M 0.49% 82

Other funds holding MTSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Boston's MTSI Position: Q1 2026 in Review

Aristotle Capital Boston reduced its MACOM Technology Solutions (MTSI) stake by 20% in Q1 2026, selling an estimated $11.2M and leaving 206,116 shares worth $45.8M. The position accounts for 2.85% of the portfolio, ranked #2.

Aristotle Capital Boston first reported a position in MTSI in Q4 2018 and has held it in 30 quarters since. The position peaked at $82.7M in Q4 2021. 512 funds tracked by Wall St. Rank hold MTSI as of Q1 2026.

  • Aristotle Capital Boston held 206,116 shares of MACOM Technology Solutions worth $45.8M as of Q1 2026.
  • Aristotle Capital Boston sold 50,272 MACOM Technology Solutions shares in Q1 2026, an estimated $11.2M.
  • MACOM Technology Solutions made up 2.85% of Aristotle Capital Boston's portfolio in Q1 2026, its #2 holding.
  • Aristotle Capital Boston first reported a position in MACOM Technology Solutions in Q4 2018 and has held it in 30 quarters since.
  • Aristotle Capital Boston's MACOM Technology Solutions position peaked at $82.7M in Q4 2021.
  • 512 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q1 2026.

Based on Aristotle Capital Boston's 13F filing for Q1 2026, filed 15 May 2026.