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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Caldwell Trust's MCHP Position: Q2 2026 in Review

Caldwell Trust reduced its Microchip Technology (MCHP) stake by 21% in Q2 2026, selling an estimated $146K and leaving 6,002 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #225.

Caldwell Trust first reported a position in MCHP in Q4 2019 and has held it in 27 quarters since. The position peaked at $949K in Q1 2021. 1,287 funds tracked by Wall St. Rank hold MCHP as of Q2 2026.

  • Caldwell Trust held 6,002 shares of Microchip Technology worth $547K as of Q2 2026.
  • Caldwell Trust sold 1,633 Microchip Technology shares in Q2 2026, an estimated $146K.
  • Microchip Technology made up 0.04% of Caldwell Trust's portfolio in Q2 2026, its #225 holding.
  • Caldwell Trust first reported a position in Microchip Technology in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Microchip Technology position peaked at $949K in Q1 2021.
  • 1,287 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.