WCM Investment Management
MTSI icon

WCM Investment Management’s MACOM Technology Solutions MTSI Stock Holding History

WCM Investment Management’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 		$2.64M Buy
+7,078
New +$2.35M ﹤0.01% 194
2024
Q4 		– Sell
-131,334
Closed -$14.6M – 314
2024
Q3 		$14.6M Sell
131,334
-55,626
-30% -$5.83M 0.03% 124
2024
Q2 		$20.5M Sell
186,960
-1,067
-0.6% -$109K 0.05% 92
2024
Q1 		$18M Sell
188,027
-3,397
-2% -$300K 0.04% 110
2023
Q4 		$18.1M Buy
191,424
+17,429
+10% +$1.43M 0.05% 102
2023
Q3 		$14.3M Sell
173,995
-45,858
-21% -$3.39M 0.04% 103
2023
Q2 		$14.4M Buy
219,853
+17,889
+9% +$1.08M 0.04% 111
2023
Q1 		$14.3M Buy
201,964
+703
+0.3% +$47.5K 0.05% 106
2022
Q4 		$12.7M Sell
201,261
-4,554
-2% -$284K 0.04% 107
2022
Q3 		$10.9M Buy
205,815
+6,179
+3% +$338K 0.04% 116
2022
Q2 		$9.44M Buy
199,636
+182
+0.1% +$9.39K 0.03% 128
2022
Q1 		$11.9M Sell
199,454
-35,423
-15% -$2.21M 0.03% 121
2021
Q4 		$18.4M Buy
234,877
+4,013
+2% +$289K 0.04% 81
2021
Q3 		$15M Buy
230,864
+1,551
+0.7% +$95.3K 0.03% 83
2021
Q2 		$14.7M Buy
229,313
+8,926
+4% +$518K 0.04% 75
2021
Q1 		$12.8M Sell
220,387
-10,115
-4% -$627K 0.04% 88
2020
Q4 		$12.7M Buy
+230,502
New +$9.84M 0.03% 86

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

WCM Investment Management's MTSI Position: Q2 2026 in Review

WCM Investment Management opened a new position in MACOM Technology Solutions (MTSI) in Q2 2026: 7,078 shares worth $2.64M. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings. This is a return to the name: WCM Investment Management previously reported a position in MTSI as recently as Q3 2024.

WCM Investment Management first reported a position in MTSI in Q4 2020 and has held it in 17 quarters since. The position peaked at $20.5M in Q2 2024. 658 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

  • WCM Investment Management held 7,078 shares of MACOM Technology Solutions worth $2.64M as of Q2 2026.
  • MACOM Technology Solutions was a new WCM Investment Management position in Q2 2026.
  • MACOM Technology Solutions made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #194 holding.
  • WCM Investment Management first reported a position in MACOM Technology Solutions in Q4 2020 and has held it in 17 quarters since.
  • WCM Investment Management's MACOM Technology Solutions position peaked at $20.5M in Q2 2024.
  • 658 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.