Herald Investment Management’s M-tron Industries MPTI Stock Holding History

Herald Investment Management’s Portfolio MPTI Stock Details MPTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.79M	Buy	58,500 +3,500	+6%	+$278K	0.79%	43
2026 Q1	$3.69M	Sell	55,000 -12,000	-18%	-$766K	0.51%	56
2025 Q4	$3.56M	Buy	67,000 +12,000	+22%	+$634K	0.46%	62
2025 Q3	$3.04M	Buy	55,000 +20,000	+57%	+$896K	0.4%	69
2025 Q2	$1.46M	Hold	35,000	–	–	0.22%	83
2025 Q1	$1.53M	Buy	+35,000	New	+$1.66M	0.29%	82

Other funds holding MPTI

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

QFMHK

Q Fund Management (Hong Kong) Hong Kong $110M AUM 1,372.85% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Herald Investment Management's MPTI Position: Q2 2026 in Review

Herald Investment Management increased its M-tron Industries (MPTI) stake by 6.4% in Q2 2026, buying an estimated $278K and bringing the position to 58,500 shares worth $5.79M. The position accounts for 0.79% of the portfolio, ranked #43.

Herald Investment Management first reported a position in MPTI in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold MPTI as of Q2 2026.

Herald Investment Management held 58,500 shares of M-tron Industries worth $5.79M as of Q2 2026.
Herald Investment Management bought 3,500 M-tron Industries shares in Q2 2026, an estimated $278K.
M-tron Industries made up 0.79% of Herald Investment Management's portfolio in Q2 2026, its #43 holding.
Herald Investment Management first reported a position in M-tron Industries in Q1 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held M-tron Industries as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.