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EP Wealth Advisors’s MACOM Technology Solutions MTSI Stock Holding History

EP Wealth Advisors’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 		$622K Buy
1,636
+161
+11% +$53.4K ﹤0.01% 935
2026
Q1 		$328K Sell
1,475
-418
-22% -$93.3K ﹤0.01% 1107
2025
Q4 		$324K Buy
+1,893
New +$300K ﹤0.01% 1091
2025
Q2 		$303K Buy
+2,118
New +$247K ﹤0.01% 1008
2025
Q1 		– Sell
-1,947
Closed -$253K – 1343
2024
Q4 		$253K Sell
1,947
-765
-28% -$96.2K ﹤0.01% 946
2024
Q3 		$302K Buy
2,712
+110
+4% +$11.5K ﹤0.01% 860
2024
Q2 		$290K Buy
2,602
+107
+4% +$10.9K ﹤0.01% 664
2024
Q1 		$239K Buy
2,495
+5
+0.2% +$442 ﹤0.01% 690
2023
Q4 		$231K Sell
2,490
-60
-2% -$4.93K ﹤0.01% 680
2023
Q3 		$208K Buy
+2,550
New +$189K ﹤0.01% 660

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

EP Wealth Advisors's MTSI Position: Q2 2026 in Review

EP Wealth Advisors increased its MACOM Technology Solutions (MTSI) stake by 11% in Q2 2026, buying an estimated $53.4K and bringing the position to 1,636 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

EP Wealth Advisors first reported a position in MTSI in Q3 2023 and has held it in 10 quarters since. 656 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • EP Wealth Advisors held 1,636 shares of MACOM Technology Solutions worth $622K as of Q2 2026.
  • EP Wealth Advisors bought 161 MACOM Technology Solutions shares in Q2 2026, an estimated $53.4K.
  • MACOM Technology Solutions made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #935 holding.
  • EP Wealth Advisors first reported a position in MACOM Technology Solutions in Q3 2023 and has held it in 10 quarters since.
  • 656 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.