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 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 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 Management (Ohio)'s MCHP Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Microchip Technology (MCHP) in Q1 2026, closing a stake of 4,379 shares — an estimated $279K sold.

Heritage Wealth Management (Ohio) first reported a position in MCHP in Q2 2024 and held it in 7 quarters. The position peaked at $322K in Q2 2024. 1,161 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Microchip Technology position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 4,379 Microchip Technology shares in Q1 2026, an estimated $279K.
Heritage Wealth Management (Ohio) first reported a position in Microchip Technology in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Microchip Technology position peaked at $322K in Q2 2024.
1,161 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.