Artisan Partners
MTSI icon

Artisan Partners’s MACOM Technology Solutions MTSI Stock Holding History

Artisan Partners’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
Q2 		$239M Sell
627,850
-419,309
-40% -$139M 0.38% 65
2026
Q1 		$233M Sell
1,047,159
-199,564
-16% -$44.5M 0.37% 65
2025
Q4 		$214M Sell
1,246,723
-746,235
-37% -$118M 0.32% 73
2025
Q3 		$248M Sell
1,992,958
-62,432
-3% -$8.24M 0.35% 70
2025
Q2 		$295M Sell
2,055,390
-381,195
-16% -$44.5M 0.43% 62
2025
Q1 		$245M Sell
2,436,585
-276,872
-10% -$33.7M 0.4% 64
2024
Q4 		$353M Sell
2,713,457
-227,106
-8% -$28.6M 0.53% 48
2024
Q3 		$327M Buy
2,940,563
+238,184
+9% +$25M 0.49% 55
2024
Q2 		$301M Buy
2,702,379
+667,427
+33% +$68M 0.45% 59
2024
Q1 		$195M Buy
2,034,952
+942,296
+86% +$83.3M 0.28% 85
2023
Q4 		$102M Sell
1,092,656
-35,726
-3% -$2.94M 0.16% 143
2023
Q3 		$92.1M Buy
1,128,382
+253,396
+29% +$18.7M 0.16% 136
2023
Q2 		$57.3M Buy
874,986
+135,441
+18% +$8.2M 0.09% 194
2023
Q1 		$52.4M Buy
739,545
+192,338
+35% +$13M 0.09% 212
2022
Q4 		$34.5M Buy
547,207
+86,736
+19% +$5.42M 0.06% 232
2022
Q3 		$23.8M Buy
+460,471
New +$25.2M 0.04% 247

Other funds holding MTSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners's MTSI Position: Q2 2026 in Review

Artisan Partners reduced its MACOM Technology Solutions (MTSI) stake by 40% in Q2 2026, selling an estimated $139M and leaving 627,850 shares worth $239M. The position accounts for 0.38% of the portfolio, ranked #65.

Artisan Partners first reported a position in MTSI in Q3 2022 and has held it in 16 quarters since. The position peaked at $353M in Q4 2024. 657 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • Artisan Partners held 627,850 shares of MACOM Technology Solutions worth $239M as of Q2 2026.
  • Artisan Partners sold 419,309 MACOM Technology Solutions shares in Q2 2026, an estimated $139M.
  • MACOM Technology Solutions made up 0.38% of Artisan Partners's portfolio in Q2 2026, its #65 holding.
  • Artisan Partners first reported a position in MACOM Technology Solutions in Q3 2022 and has held it in 16 quarters since.
  • Artisan Partners's MACOM Technology Solutions position peaked at $353M in Q4 2024.
  • 657 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.