Heritage Wealth Advisors’s Microchip Technology MCHP Stock Holding History

Heritage 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
2026 Q1	$455K	Hold	7,038	–	–	0.02%	137
2025 Q4	$448K	Hold	7,038	–	–	0.02%	150
2025 Q3	$452K	Hold	7,038	–	–	0.02%	137
2025 Q2	$495K	Buy	7,038 +22	+0.3%	+$1.21K	0.02%	131
2025 Q1	$340K	Hold	7,016	–	–	0.02%	155
2024 Q4	$402K	Sell	7,016 -100	-1%	-$6.88K	0.02%	149
2024 Q3	$571K	Buy	7,116 +1,500	+27%	+$124K	0.03%	130
2024 Q2	$514K	Sell	5,616 -1,800	-24%	-$165K	0.02%	136
2024 Q1	$665K	Sell	7,416 -589	-7%	-$50.8K	0.03%	122
2023 Q4	$722K	Hold	8,005	–	–	0.04%	110
2023 Q3	$625K	Hold	8,005	–	–	0.03%	115
2023 Q2	$717K	Sell	8,005 -160	-2%	-$12.6K	0.04%	106
2023 Q1	$684K	Buy	8,165 +520	+7%	+$41.5K	0.04%	103
2022 Q4	$537K	Buy	7,645 +183	+2%	+$12.6K	0.03%	126
2022 Q3	$455K	Sell	7,462 -54	-0.7%	-$3.55K	0.03%	126
2022 Q2	$437K	Hold	7,516	–	–	0.03%	133
2022 Q1	$565K	Sell	7,516 -108	-1%	-$8.13K	0.03%	126
2021 Q4	$664K	Sell	7,624 -2	-0%	-$162	0.04%	126
2021 Q3	$585K	Hold	7,626	–	–	0.04%	128
2021 Q2	$571K	Hold	7,626	–	–	0.04%	130
2021 Q1	$592K	Hold	7,626	–	–	0.04%	127
2020 Q4	$527K	Hold	7,626	–	–	0.03%	127
2020 Q3	$392K	Hold	7,626	–	–	0.05%	108
2020 Q2	$402K	Hold	7,626	–	–	0.06%	96
2020 Q1	$259K	Sell	7,626 -24	-0.3%	-$1.13K	0.05%	115
2019 Q4	$401K	Buy	7,650 +24	+0.3%	+$1.16K	0.05%	121
2019 Q3	$354K	Hold	7,626	–	–	0.05%	117
2019 Q2	$331K	Hold	7,626	–	–	0.05%	113
2019 Q1	$316K	Hold	7,626	–	–	0.05%	103
2018 Q4	$274K	Hold	7,626	–	–	0.05%	108
2018 Q3	$300K	Hold	7,626	–	–	0.06%	101
2018 Q2	$348K	Hold	7,626	–	–	0.13%	88
2018 Q1	$348K	Sell	7,626 -2,000	-21%	-$92.2K	0.14%	85
2017 Q4	$423K	Hold	9,626	–	–	0.18%	81
2017 Q3	$432K	Hold	9,626	–	–	0.22%	66
2017 Q2	$370K	Buy	9,626 +2	+0%	+$79	0.19%	72
2017 Q1	$354K	Buy	9,624 +2	+0%	+$71	0.19%	71
2016 Q4	$309K	Sell	9,622 -390	-4%	-$12.3K	0.2%	65
2016 Q3	$311K	Buy	10,012 +12	+0.1%	+$349	0.22%	65
2016 Q2	$254K	Hold	10,000	–	–	0.17%	78
2016 Q1	$240K	Hold	10,000	–	–	0.19%	70
2015 Q4	$233K	Hold	10,000	–	–	0.2%	70
2015 Q3	$216K	Hold	10,000	–	–	0.19%	68
2015 Q2	$238K	Hold	10,000	–	–	0.2%	79
2015 Q1	$244K	Hold	10,000	–	–	0.2%	79
2014 Q4	$227K	Buy	10,000 +1,000	+11%	+$21.8K	0.2%	86
2014 Q3	$214K	Hold	9,000	–	–	0.22%	65
2014 Q2	$220K	Hold	9,000	–	–	0.24%	63
2014 Q1	$215K	Hold	9,000	–	–	0.25%	65
2013 Q4	$201K	Buy	+9,000	New	+$189K	0.25%	63

Other funds holding MCHP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Advisors's MCHP Position: Q1 2026 in Review

Heritage Wealth Advisors held its Microchip Technology (MCHP) position steady in Q1 2026 at 7,038 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #137.

Heritage Wealth Advisors first reported a position in MCHP in Q4 2013 and has held it in 50 quarters since. The position peaked at $722K in Q4 2023. 1,161 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

Heritage Wealth Advisors held 7,038 shares of Microchip Technology worth $455K as of Q1 2026.
Heritage Wealth Advisors left its Microchip Technology share count unchanged in Q1 2026.
Microchip Technology made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #137 holding.
Heritage Wealth Advisors first reported a position in Microchip Technology in Q4 2013 and has held it in 50 quarters since.
Heritage Wealth Advisors's Microchip Technology position peaked at $722K in Q4 2023.
1,161 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.