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EP Wealth Advisors’s Microchip Technology MCHP Stock Holding History

EP Wealth Advisors’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
Q1 		$511K Sell
7,909
-820
-9% -$59K ﹤0.01% 884
2025
Q4 		$556K Buy
+8,729
New +$538K ﹤0.01% 830
2025
Q2 		$852K Sell
12,113
-955
-7% -$52.5K 0.01% 609
2025
Q1 		$633K Sell
13,068
-699
-5% -$38.9K 0.01% 621
2024
Q4 		$790K Sell
13,767
-958
-7% -$65.9K 0.01% 568
2024
Q3 		$1.18M Buy
14,725
+264
+2% +$21.8K 0.01% 458
2024
Q2 		$1.32M Buy
14,461
+266
+2% +$24.3K 0.01% 340
2024
Q1 		$1.27M Buy
14,195
+1,940
+16% +$167K 0.01% 339
2023
Q4 		$1.11M Sell
12,255
-977
-7% -$79.5K 0.01% 351
2023
Q3 		$1.03M Buy
13,232
+6,549
+98% +$548K 0.02% 326
2023
Q2 		$1.19M Sell
6,683
-44,573
-87% -$3.52M 0.02% 302
2023
Q1 		$14.3M Buy
51,256
+42,965
+518% +$3.43M 0.25% 71
2022
Q4 		$582K Buy
+8,291
New +$571K 0.01% 354
2022
Q3 		– Sell
-8,401
Closed -$488K – 508
2022
Q2 		$488K Buy
8,401
+1,073
+15% +$71K 0.01% 377
2022
Q1 		$551K Buy
7,328
+1,092
+18% +$82.2K 0.01% 361
2021
Q4 		$543K Buy
6,236
+1,880
+43% +$152K 0.01% 339
2021
Q3 		$334K Buy
4,356
+880
+25% +$66K 0.01% 413
2021
Q2 		$260K Buy
3,476
+2
+0.1% +$152 0.01% 469
2021
Q1 		$270K Buy
+3,474
New +$259K 0.01% 419

Other funds holding MCHP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's MCHP Position: Q1 2026 in Review

EP Wealth Advisors reduced its Microchip Technology (MCHP) stake by 9.4% in Q1 2026, selling an estimated $59K and leaving 7,909 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

EP Wealth Advisors first reported a position in MCHP in Q1 2021 and has held it in 19 quarters since. The position peaked at $14.3M in Q1 2023. 1,161 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

  • EP Wealth Advisors held 7,909 shares of Microchip Technology worth $511K as of Q1 2026.
  • EP Wealth Advisors sold 820 Microchip Technology shares in Q1 2026, an estimated $59K.
  • Microchip Technology made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #884 holding.
  • EP Wealth Advisors first reported a position in Microchip Technology in Q1 2021 and has held it in 19 quarters since.
  • EP Wealth Advisors's Microchip Technology position peaked at $14.3M in Q1 2023.
  • 1,161 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.