Next Level Wealth Planning’s Microchip Technology MCHP Stock Holding History

Next Level Wealth Planning’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	$209K	Sell	3,231 -394	-11%	-$28.3K	0.11%	70
2025 Q4	$231K	Sell	3,625 -203	-5%	-$12.5K	0.12%	58
2025 Q3	$246K	Sell	3,828 -73	-2%	-$4.95K	0.14%	51
2025 Q2	$275K	Sell	3,901 -237	-6%	-$13K	0.18%	43
2025 Q1	$200K	Sell	4,138 -1,642	-28%	-$91.5K	0.15%	48
2024 Q4	$331K	Buy	+5,780	New	+$397K	0.26%	30

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

Next Level Wealth Planning's MCHP Position: Q1 2026 in Review

Next Level Wealth Planning reduced its Microchip Technology (MCHP) stake by 11% in Q1 2026, selling an estimated $28.3K and leaving 3,231 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #70.

Next Level Wealth Planning first reported a position in MCHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $331K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

Next Level Wealth Planning held 3,231 shares of Microchip Technology worth $209K as of Q1 2026.
Next Level Wealth Planning sold 394 Microchip Technology shares in Q1 2026, an estimated $28.3K.
Microchip Technology made up 0.11% of Next Level Wealth Planning's portfolio in Q1 2026, its #70 holding.
Next Level Wealth Planning first reported a position in Microchip Technology in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's Microchip Technology position peaked at $331K in Q4 2024.
1,161 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.