GoalVest Advisory’s Microchip Technology MCHP Stock Holding History

GoalVest Advisory’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 Q2	$50K	Hold	548	–	–	0.01%	207
2026 Q1	$35.4K	Hold	548	–	–	0.01%	262
2025 Q4	$34.9K	Buy	548 +348	+174%	+$21.5K	0.01%	278
2025 Q3	$12.8K	Hold	200	–	–	﹤0.01%	318
2025 Q2	$14.1K	Hold	200	–	–	﹤0.01%	295
2025 Q1	$9.68K	Hold	200	–	–	﹤0.01%	272
2024 Q4	$11.5K	Hold	200	–	–	﹤0.01%	277
2024 Q3	$16.1K	Hold	200	–	–	﹤0.01%	284
2024 Q2	$18.3K	Sell	200 -402	-67%	-$36.8K	0.01%	243
2024 Q1	$54K	Buy	602 +200	+50%	+$17.2K	0.02%	191
2023 Q4	$36.3K	Hold	402	–	–	0.02%	167
2023 Q3	$31.4K	Hold	402	–	–	0.02%	179
2023 Q2	$36K	Sell	402 -738	-65%	-$58.2K	0.02%	164
2023 Q1	$95.5K	Buy	+1,140	New	+$90.9K	0.06%	87
2022 Q2	–	Sell	-6	Closed	–	–	450
2022 Q1	$0	Buy	+6	New	+$452	﹤0.01%	455

Other funds holding MCHP

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's MCHP Position: Q2 2026 in Review

GoalVest Advisory held its Microchip Technology (MCHP) position steady in Q2 2026 at 548 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #207.

GoalVest Advisory first reported a position in MCHP in Q1 2022 and has held it in 15 quarters since. The position peaked at $95.5K in Q1 2023. 189 funds tracked by Wall St. Rank hold MCHP as of Q2 2026.

GoalVest Advisory held 548 shares of Microchip Technology worth $50K as of Q2 2026.
GoalVest Advisory left its Microchip Technology share count unchanged in Q2 2026.
Microchip Technology made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #207 holding.
GoalVest Advisory first reported a position in Microchip Technology in Q1 2022 and has held it in 15 quarters since.
GoalVest Advisory's Microchip Technology position peaked at $95.5K in Q1 2023.
189 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.