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Heartwood Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-1,153
Closed -$74K – 441
2025
Q3 		$74K Buy
+1,153
New +$78.1K 0.01% 282

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heartwood Wealth Advisors's MCHP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Microchip Technology (MCHP) in Q4 2025, closing a stake of 1,153 shares — an estimated $74K sold.

Heartwood Wealth Advisors first reported a position in MCHP in Q3 2025 and held it in 1 quarter. The position peaked at $74K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold MCHP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Microchip Technology position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,153 Microchip Technology shares in Q4 2025, an estimated $74K.
  • Heartwood Wealth Advisors first reported a position in Microchip Technology in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Microchip Technology position peaked at $74K in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.