Caldwell Trust
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Caldwell Trust’s Microchip Technology MCHP Stock Holding History

Caldwell Trust’s Portfolio MCHP Stock Details MCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$468K Buy
6,013
+11
+0.2% +$857 0.04% 247
2026
Q2 		$547K Sell
6,002
-1,633
-21% -$146K 0.04% 225
2026
Q1 		$493K Hold
7,635
– – 0.04% 232
2025
Q4 		$487K Hold
7,635
– – 0.04% 234
2025
Q3 		$490K Hold
7,635
– – 0.05% 231
2025
Q2 		$537K Hold
7,635
– – 0.05% 215
2025
Q1 		$370K Sell
7,635
-1,182
-13% -$65.9K 0.04% 240
2024
Q4 		$506K Sell
8,817
-300
-3% -$20.6K 0.05% 216
2024
Q3 		$732K Sell
9,117
-315
-3% -$26K 0.08% 184
2024
Q2 		$863K Hold
9,432
– – 0.1% 165
2024
Q1 		$846K Sell
9,432
-732
-7% -$63.1K 0.1% 168
2023
Q4 		$917K Sell
10,164
-267
-3% -$21.7K 0.12% 150
2023
Q3 		$814K Buy
10,431
+207
+2% +$17.3K 0.11% 152
2023
Q2 		$916K Buy
10,224
+255
+3% +$20.1K 0.12% 149
2023
Q1 		$835K Sell
9,969
-140
-1% -$11.2K 0.12% 151
2022
Q4 		$710K Buy
10,109
+427
+4% +$29.4K 0.1% 167
2022
Q3 		$591K Hold
9,682
– – 0.09% 174
2022
Q2 		$562K Sell
9,682
-200
-2% -$13.2K 0.08% 179
2022
Q1 		$743K Hold
9,882
– – 0.09% 167
2021
Q4 		$860K Sell
9,882
-1,130
-10% -$91.4K 0.1% 157
2021
Q3 		$845K Sell
11,012
-530
-5% -$39.7K 0.11% 148
2021
Q2 		$864K Sell
11,542
-692
-6% -$52.7K 0.11% 145
2021
Q1 		$949K Sell
12,234
-20
-0.2% -$1.49K 0.13% 132
2020
Q4 		$846K Sell
12,254
-190
-2% -$11.8K 0.13% 127
2020
Q3 		$639K Sell
12,444
-248
-2% -$12.9K 0.11% 137
2020
Q2 		$668K Sell
12,692
-250
-2% -$11.2K 0.11% 139
2020
Q1 		$439K Sell
12,942
-88
-0.7% -$4.14K 0.08% 169
2019
Q4 		$682K Buy
+13,030
New +$629K 0.1% 156

Other funds holding MCHP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Caldwell Trust's MCHP Position: Q3 2026 in Review

Caldwell Trust increased its Microchip Technology (MCHP) stake by 0.18% in Q3 2026, buying an estimated $857 and bringing the position to 6,013 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #247.

Caldwell Trust first reported a position in MCHP in Q4 2019 and has held it in 28 quarters since. The position peaked at $949K in Q1 2021. 793 funds tracked by Wall St. Rank hold MCHP as of Q3 2026.

  • Caldwell Trust held 6,013 shares of Microchip Technology worth $468K as of Q3 2026.
  • Caldwell Trust bought 11 Microchip Technology shares in Q3 2026, an estimated $857.
  • Microchip Technology made up 0.04% of Caldwell Trust's portfolio in Q3 2026, its #247 holding.
  • Caldwell Trust first reported a position in Microchip Technology in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Microchip Technology position peaked at $949K in Q1 2021.
  • 793 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.