Total Wealth Planning & Management’s Microchip Technology MCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$307K Sell
3,950
-275
-7% -$21.4K 0.23% 157
2026
Q2
$385K Buy
4,225
+141
+3% +$12.6K 0.26% 133
2026
Q1
$264K Sell
4,084
-483
-11% -$34.7K 0.19% 171
2025
Q4
$291K Buy
+4,567
New +$282K 0.22% 164
2025
Q2
$307K Sell
4,364
-5,693
-57% -$313K 0.25% 162
2025
Q1
$487K Buy
+10,057
New +$560K 0.46% 69

Other funds holding MCHP

Total Wealth Planning & Management's MCHP Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Microchip Technology (MCHP) stake by 6.5% in Q3 2026, selling an estimated $21.4K and leaving 3,950 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #157.

Total Wealth Planning & Management first reported a position in MCHP in Q1 2025 and has held it in 6 quarters since. The position peaked at $487K in Q1 2025. 1,014 funds tracked by Wall St. Rank hold MCHP as of Q3 2026.

  • Total Wealth Planning & Management held 3,950 shares of Microchip Technology worth $307K as of Q3 2026.
  • Total Wealth Planning & Management sold 275 Microchip Technology shares in Q3 2026, an estimated $21.4K.
  • Microchip Technology made up 0.23% of Total Wealth Planning & Management's portfolio in Q3 2026, its #157 holding.
  • Total Wealth Planning & Management first reported a position in Microchip Technology in Q1 2025 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Microchip Technology position peaked at $487K in Q1 2025.
  • 1,014 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.