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Root Financial Partners’s MACOM Technology Solutions MTSI Stock Holding History

Root Financial Partners’s Portfolio MTSI Stock Details MTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29
Closed -$6.44K – 2130
2026
Q1 		$6.44K Buy
29
+4
+16% +$893 ﹤0.01% 1853
2025
Q4 		$4.28K Buy
25
+2
+9% +$317 ﹤0.01% 1808
2025
Q3 		$2.86K Buy
+23
New +$3.04K ﹤0.01% 1896

Other funds holding MTSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Root Financial Partners's MTSI Position: Q2 2026 in Review

Root Financial Partners sold out of MACOM Technology Solutions (MTSI) in Q2 2026, closing a stake of 29 shares — an estimated $6.44K sold.

Root Financial Partners first reported a position in MTSI in Q3 2025 and held it in 3 quarters. The position peaked at $6.44K in Q1 2026. 658 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • Root Financial Partners reported no remaining MACOM Technology Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 29 MACOM Technology Solutions shares in Q2 2026, an estimated $6.44K.
  • Root Financial Partners first reported a position in MACOM Technology Solutions in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MACOM Technology Solutions position peaked at $6.44K in Q1 2026.
  • 658 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.