First Manhattan’s MACOM Technology Solutions MTSI Stock Holding History

First Manhattan’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	$951K	Hold	2,500	–	–	﹤0.01%	443
2026 Q1	$555K	Hold	2,500	–	–	﹤0.01%	542
2025 Q4	$428K	Hold	2,500	–	–	﹤0.01%	588
2025 Q3	$311K	Hold	2,500	–	–	﹤0.01%	620
2025 Q2	$358K	Hold	2,500	–	–	﹤0.01%	593
2025 Q1	$251K	Hold	2,500	–	–	﹤0.01%	614
2024 Q4	$325K	Hold	2,500	–	–	﹤0.01%	586
2024 Q3	$278K	Hold	2,500	–	–	﹤0.01%	589
2024 Q2	$279K	Hold	2,500	–	–	﹤0.01%	584
2024 Q1	$239K	Hold	2,500	–	–	﹤0.01%	625
2023 Q4	$232K	Hold	2,500	–	–	﹤0.01%	620
2023 Q3	$204K	Hold	2,500	–	–	﹤0.01%	655
2023 Q2	$164K	Hold	2,500	–	–	﹤0.01%	685
2023 Q1	$177K	Hold	2,500	–	–	﹤0.01%	699
2022 Q4	$157K	Hold	2,500	–	–	﹤0.01%	740
2022 Q3	$129K	Sell	2,500 -9,500	-79%	-$520K	﹤0.01%	778
2022 Q2	$553K	Hold	12,000	–	–	﹤0.01%	515
2022 Q1	$718K	Hold	12,000	–	–	﹤0.01%	508
2021 Q4	$939K	Hold	12,000	–	–	﹤0.01%	443
2021 Q3	$778K	Hold	12,000	–	–	﹤0.01%	468
2021 Q2	$768K	Hold	12,000	–	–	﹤0.01%	468
2021 Q1	$696K	Hold	12,000	–	–	﹤0.01%	474
2020 Q4	$660K	Hold	12,000	–	–	﹤0.01%	459
2020 Q3	$408K	Sell	12,000 -3,000	-20%	-$109K	﹤0.01%	531
2020 Q2	$515K	Sell	15,000 -2,500	-14%	-$73K	﹤0.01%	487
2020 Q1	$331K	Sell	17,500 -2,500	-13%	-$63.5K	﹤0.01%	530
2019 Q4	$532K	Hold	20,000	–	–	﹤0.01%	516
2019 Q3	$429K	Hold	20,000	–	–	﹤0.01%	551
2019 Q2	$302K	Hold	20,000	–	–	﹤0.01%	631
2019 Q1	$334K	Buy	+20,000	New	+$349K	﹤0.01%	616

Other funds holding MTSI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Manhattan's MTSI Position: Q2 2026 in Review

First Manhattan held its MACOM Technology Solutions (MTSI) position steady in Q2 2026 at 2,500 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

First Manhattan first reported a position in MTSI in Q1 2019 and has held it in 30 quarters since. 656 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

First Manhattan held 2,500 shares of MACOM Technology Solutions worth $951K as of Q2 2026.
First Manhattan left its MACOM Technology Solutions share count unchanged in Q2 2026.
MACOM Technology Solutions made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #443 holding.
First Manhattan first reported a position in MACOM Technology Solutions in Q1 2019 and has held it in 30 quarters since.
656 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.