MCHP β€” MICROCHIP TECHNOLOGY INC.

Ownership history in Modera Wealth Management, LLC  Β·  9 quarters on record

AI Ownership Summary

Modera Wealth Management, LLC reported MICROCHIP TECHNOLOGY INC. (MCHP) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q3. The latest visible filing shows MCHP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Modera Wealth Management, LLC's position in MICROCHIP TECHNOLOGY INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MCHP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Modera Wealth Management, LLC held MCHP β€” position size vs. price
% of Fund (quarterly)    MCHP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,602 -190 -5.0% 0.00% $231K 2025-10-31 $61.50
2025 Q2 REDUCED 3,792 -361 -8.7% 0.00% $267K 2025-08-06 $64.75
2024 Q4 ADDED 4,153 +452 +12.2% 0.00% $238K 2025-02-06 $51.18
2024 Q3 REDUCED 3,701 -34 -0.9% 0.00% $297K 2024-10-24 $72.61
2024 Q2 ADDED 3,735 +6 +0.2% 0.01% $342K 2024-07-29 $83.73
2024 Q1 ADDED 3,729 +5 +0.1% 0.01% $334K 2024-05-14 $88.93
2023 Q4 REDUCED 3,724 -1,012 -21.4% 0.01% $336K 2024-02-14 $75.93
2023 Q3 REDUCED 4,736 -866 -15.5% 0.01% $370K 2023-11-01 $66.60
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Modera Wealth Management, LLC and MCHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Modera Wealth Management, LLC reported owning MCHP?

Modera Wealth Management, LLC reported MCHP across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MCHP position in Modera Wealth Management, LLC's portfolio?

The largest reported portfolio weight for MCHP was 0.01% in 2023 Q3.

What is the latest reported MCHP position on this page?

The most recent filing on this page is 2025 Q3, when Modera Wealth Management, LLC reported 3,602 shares, equal to 0.00% of portfolio, with an estimated market value of $231K.

What does the chart on this MCHP ownership page compare?

The chart compares Modera Wealth Management, LLC's quarterly MCHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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