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Heritage Wealth Management (Ohio)’s Microchip Technology MCHP Stock Holding History

Heritage Wealth Management (Ohio)’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 		$397K Buy
+4,349
New +$388K 0.1% 195
2026
Q1 		– Sell
-4,379
Closed -$279K – 207
2025
Q4 		$279K Hold
4,379
– – 0.08% 209
2025
Q3 		$281K Hold
4,379
– – 0.08% 198
2025
Q2 		$308K Sell
4,379
-375
-8% -$20.6K 0.1% 183
2025
Q1 		$230K Sell
4,754
-846
-15% -$47.1K 0.08% 207
2024
Q4 		$321K Buy
5,600
+2,102
+60% +$145K 0.11% 179
2024
Q3 		$281K Buy
3,498
+2
+0.1% +$165 0.09% 192
2024
Q2 		$322K Buy
+3,496
New +$320K 0.11% 172

Other funds holding MCHP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MCHP Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Microchip Technology (MCHP) in Q2 2026: 4,349 shares worth $397K. The stake represents 0.1% of the portfolio and ranks #195 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in MCHP as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in MCHP in Q2 2024 and has held it in 8 quarters since. 1,284 funds tracked by Wall St. Rank hold MCHP as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 4,349 shares of Microchip Technology worth $397K as of Q2 2026.
  • Microchip Technology was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Microchip Technology made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #195 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Microchip Technology in Q2 2024 and has held it in 8 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Microchip Technology as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.