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
2025
Q2
Sell
-5,800
Closed -$281K 233
2025
Q1
$281K Buy
+5,800
New +$323K 0.27% 139

Other funds holding MCHP

Total Wealth Planning & Management's MCHP Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Microchip Technology (MCHP) stake by 11% in Q1 2026, selling an estimated $34.7K and leaving 4,084 shares worth $264K. The position accounts for 0.19% of the portfolio, ranked #171.

Total Wealth Planning & Management first reported a position in MCHP in Q1 2025 and has held it in 4 quarters since. The position peaked at $487K in Q1 2025. 1,161 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

  • Total Wealth Planning & Management held 4,084 shares of Microchip Technology worth $264K as of Q1 2026.
  • Total Wealth Planning & Management sold 483 Microchip Technology shares in Q1 2026, an estimated $34.7K.
  • Microchip Technology made up 0.19% of Total Wealth Planning & Management's portfolio in Q1 2026, its #171 holding.
  • Total Wealth Planning & Management first reported a position in Microchip Technology in Q1 2025 and has held it in 4 quarters since.
  • Total Wealth Planning & Management's Microchip Technology position peaked at $487K in Q1 2025.
  • 1,161 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.