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Whalen Wealth Management’s Microchip Technology MCHP Stock Holding History

Whalen Wealth Management’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
2026
Q3 		– Sell
-2,593
Closed -$236K – 239
2026
Q2 		$236K Buy
+2,593
New +$231K 0.11% 183
2025
Q4 		– Sell
-17,012
Closed -$1.09M – 216
2025
Q3 		$1.09M Buy
+17,012
New +$1.15M 0.64% 39

Other funds holding MCHP

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Whalen Wealth Management's MCHP Position: Q3 2026 in Review

Whalen Wealth Management sold out of Microchip Technology (MCHP) in Q3 2026, closing a stake of 2,593 shares — an estimated $236K sold.

Whalen Wealth Management first reported a position in MCHP in Q3 2025 and held it in 2 quarters. The position peaked at $1.09M in Q3 2025. 49 funds tracked by Wall St. Rank hold MCHP as of Q3 2026.

  • Whalen Wealth Management reported no remaining Microchip Technology position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 2,593 Microchip Technology shares in Q3 2026, an estimated $236K.
  • Whalen Wealth Management first reported a position in Microchip Technology in Q3 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Microchip Technology position peaked at $1.09M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.