Edgestream Partners’s MACOM Technology Solutions MTSI Stock Holding History

Edgestream Partners’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
2025 Q4	–	Sell	-23,581	Closed	-$2.94M	–	1079
2025 Q3	$2.94M	Sell	23,581 -9,841	-29%	-$1.3M	0.09%	422
2025 Q2	$4.79M	Buy	33,422 +5,847	+21%	+$683K	0.13%	307
2025 Q1	$2.77M	Buy	+27,575	New	+$3.36M	0.09%	404
2024 Q3	–	Sell	-22,462	Closed	-$2.5M	–	994
2024 Q2	$2.5M	Buy	+22,462	New	+$2.29M	0.12%	279
2024 Q1	–	Sell	-41,026	Closed	-$3.81M	–	951
2023 Q4	$3.81M	Buy	41,026 +37,025	+925%	+$3.04M	0.27%	75
2023 Q3	$326K	Buy	4,001 +218	+6%	+$16.1K	0.03%	687
2023 Q2	$248K	Buy	+3,783	New	+$229K	0.02%	659

Other funds holding MTSI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Edgestream Partners's MTSI Position: Q4 2025 in Review

Edgestream Partners sold out of MACOM Technology Solutions (MTSI) in Q4 2025, closing a stake of 23,581 shares — an estimated $2.94M sold.

Edgestream Partners first reported a position in MTSI in Q2 2023 and held it in 7 quarters. The position peaked at $4.79M in Q2 2025. 460 funds tracked by Wall St. Rank hold MTSI as of Q4 2025.

Edgestream Partners reported no remaining MACOM Technology Solutions position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 23,581 MACOM Technology Solutions shares in Q4 2025, an estimated $2.94M.
Edgestream Partners first reported a position in MACOM Technology Solutions in Q2 2023 and held it in 7 quarters.
Edgestream Partners's MACOM Technology Solutions position peaked at $4.79M in Q2 2025.
460 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.