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Confluence Wealth Services’s Microchip Technology MCHP Stock Holding History

Confluence Wealth Services’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 		$989K Buy
10,849
+121
+1% +$10.8K 0.03% 229
2026
Q1 		$693K Sell
10,728
-23
-0.2% -$1.65K 0.03% 234
2025
Q4 		$685K Sell
10,751
-245
-2% -$15.1K 0.03% 227
2025
Q3 		$706K Buy
10,996
+187
+2% +$12.7K 0.03% 211
2025
Q2 		$761K Buy
10,809
+38
+0.4% +$2.09K 0.04% 206
2025
Q1 		$452K Sell
10,771
-405
-4% -$22.6K 0.03% 243
2024
Q4 		$666K Sell
11,176
-40
-0.4% -$2.75K 0.04% 195
2024
Q3 		$901K Buy
11,216
+450
+4% +$37.1K 0.07% 157
2024
Q2 		$985K Buy
10,766
+336
+3% +$30.7K 0.08% 150
2024
Q1 		$936K Buy
10,430
+368
+4% +$31.7K 0.08% 133
2023
Q4 		$907K Sell
10,062
-12
-0.1% -$977 0.1% 122
2023
Q3 		$786K Sell
10,074
-1,000
-9% -$83.7K 0.16% 107
2023
Q2 		$992K Buy
11,074
+12
+0.1% +$947 0.21% 93
2023
Q1 		$927K Sell
11,062
-50
-0.4% -$3.99K 0.22% 91
2022
Q4 		$781K Hold
11,112
– – 0.2% 101
2022
Q3 		$678K Sell
11,112
-400
-3% -$26.3K 0.29% 95
2022
Q2 		$821K Buy
+11,512
New +$762K 0.36% 96
2022
Q1 		– Sell
-1,312
Closed -$114K – 776
2021
Q4 		$114K Buy
+1,312
New +$106K 0.04% 312

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

Confluence Wealth Services's MCHP Position: Q2 2026 in Review

Confluence Wealth Services increased its Microchip Technology (MCHP) stake by 1.1% in Q2 2026, buying an estimated $10.8K and bringing the position to 10,849 shares worth $989K. The position accounts for 0.03% of the portfolio, ranked #229.

Confluence Wealth Services first reported a position in MCHP in Q4 2021 and has held it in 18 quarters since. The position peaked at $992K in Q2 2023. 1,279 funds tracked by Wall St. Rank hold MCHP as of Q2 2026.

  • Confluence Wealth Services held 10,849 shares of Microchip Technology worth $989K as of Q2 2026.
  • Confluence Wealth Services bought 121 Microchip Technology shares in Q2 2026, an estimated $10.8K.
  • Microchip Technology made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #229 holding.
  • Confluence Wealth Services first reported a position in Microchip Technology in Q4 2021 and has held it in 18 quarters since.
  • Confluence Wealth Services's Microchip Technology position peaked at $992K in Q2 2023.
  • 1,279 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.