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Contravisory Investment Management’s MACOM Technology Solutions MTSI Stock Holding History

Contravisory Investment Management’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 		$20.2K Sell
53
-40
-43% -$13.3K ﹤0.01% 303
2026
Q1 		$20.7K Sell
93
-9
-9% -$2.01K ﹤0.01% 293
2025
Q4 		$17.5K Hold
102
– – ﹤0.01% 309
2025
Q3 		$12.7K Buy
+102
New +$13.5K ﹤0.01% 337

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

Contravisory Investment Management's MTSI Position: Q2 2026 in Review

Contravisory Investment Management reduced its MACOM Technology Solutions (MTSI) stake by 43% in Q2 2026, selling an estimated $13.3K and leaving 53 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Contravisory Investment Management first reported a position in MTSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.7K in Q1 2026. 656 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • Contravisory Investment Management held 53 shares of MACOM Technology Solutions worth $20.2K as of Q2 2026.
  • Contravisory Investment Management sold 40 MACOM Technology Solutions shares in Q2 2026, an estimated $13.3K.
  • MACOM Technology Solutions made up ﹤0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #303 holding.
  • Contravisory Investment Management first reported a position in MACOM Technology Solutions in Q3 2025 and has held it in 4 quarters since.
  • Contravisory Investment Management's MACOM Technology Solutions position peaked at $20.7K in Q1 2026.
  • 656 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.