Compass Wealth Management’s Microchip Technology MCHP Stock Holding History

Compass Wealth Management’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
2025 Q1	–	Sell	-6	Closed	-$345	–	441
2024 Q4	$345	Sell	6 -1,915	-100%	-$132K	﹤0.01%	389
2024 Q3	$154K	Sell	1,921 -875	-31%	-$72.2K	0.04%	170
2024 Q2	$256K	Sell	2,796 -230	-8%	-$21K	0.06%	144
2024 Q1	$271K	Sell	3,026 -7,358	-71%	-$634K	0.07%	142
2023 Q4	$936K	Sell	10,384 -2,425	-19%	-$197K	0.26%	85
2023 Q3	$1,000K	Sell	12,809 -1,265	-9%	-$106K	0.31%	85
2023 Q2	$1.26M	Sell	14,074 -625	-4%	-$49.3K	0.38%	77
2023 Q1	$1.23M	Sell	14,699 -920	-6%	-$73.4K	0.39%	76
2022 Q4	$1.1M	Buy	+15,619	New	+$1.08M	0.36%	83

Other funds holding MCHP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Compass Wealth Management's MCHP Position: Q1 2025 in Review

Compass Wealth Management sold out of Microchip Technology (MCHP) in Q1 2025, closing a stake of 6 shares — an estimated $345 sold.

Compass Wealth Management first reported a position in MCHP in Q4 2022 and held it in 9 quarters. The position peaked at $1.26M in Q2 2023. 1,042 funds tracked by Wall St. Rank hold MCHP as of Q1 2025.

Compass Wealth Management reported no remaining Microchip Technology position as of Q1 2025 after selling out during the quarter.
Compass Wealth Management sold 6 Microchip Technology shares in Q1 2025, an estimated $345.
Compass Wealth Management first reported a position in Microchip Technology in Q4 2022 and held it in 9 quarters.
Compass Wealth Management's Microchip Technology position peaked at $1.26M in Q2 2023.
1,042 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2025.

Based on Compass Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.