SWA
MCHP icon

SOA Wealth Advisors’s Microchip Technology MCHP Stock Holding History

SOA 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
2025
Q4 		– Sell
-360
Closed -$23.1K – 895
2025
Q3 		$23.1K Buy
360
+1
+0.3% +$68 ﹤0.01% 498
2025
Q2 		$25.3K Sell
359
-174
-33% -$9.56K ﹤0.01% 461
2025
Q1 		$25.8K Buy
533
+1
+0.2% +$56 0.01% 431
2024
Q4 		$30.5K Buy
532
+1
+0.2% +$69 0.01% 392
2024
Q3 		$42.6K Buy
531
+1
+0.2% +$83 0.01% 343
2024
Q2 		$48.5K Hold
530
– – 0.01% 309
2024
Q1 		$47.5K Buy
530
+251
+90% +$21.6K 0.01% 312
2023
Q4 		$25.2K Hold
279
– – 0.01% 392
2023
Q3 		$21.8K Buy
279
+1
+0.4% +$84 0.01% 403
2023
Q2 		$24.9K Hold
278
– – 0.01% 400
2023
Q1 		$23.3K Sell
278
-99
-26% -$7.89K 0.01% 400
2022
Q4 		$26.5K Buy
377
+1
+0.3% +$69 0.01% 364
2022
Q3 		$22K Buy
376
+1
+0.3% +$66 0.01% 367
2022
Q2 		$21K Buy
375
+1
+0.3% +$66 0.01% 379
2022
Q1 		$28K Hold
374
– – 0.01% 400
2021
Q4 		$32K Sell
374
-2
-0.5% -$162 0.01% 367
2021
Q3 		$28K Buy
376
+174
+86% +$13K 0.01% 396
2021
Q2 		$15K Buy
202
+200
+10,000% +$15.2K ﹤0.01% 506
2021
Q1 		$0 Hold
2
– – ﹤0.01% 879
2020
Q4 		$0 Buy
+2
New +$125 ﹤0.01% 851

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOA Wealth Advisors's MCHP Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Microchip Technology (MCHP) in Q4 2025, closing a stake of 360 shares — an estimated $23.1K sold.

SOA Wealth Advisors first reported a position in MCHP in Q4 2020 and held it in 20 quarters. The position peaked at $48.5K in Q2 2024. 1,132 funds tracked by Wall St. Rank hold MCHP as of Q4 2025.

  • SOA Wealth Advisors reported no remaining Microchip Technology position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 360 Microchip Technology shares in Q4 2025, an estimated $23.1K.
  • SOA Wealth Advisors first reported a position in Microchip Technology in Q4 2020 and held it in 20 quarters.
  • SOA Wealth Advisors's Microchip Technology position peaked at $48.5K in Q2 2024.
  • 1,132 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.