Circle Wealth Management »

M/a shares owned by Circle Wealth Management

Quarter-by-quarter ownership of M/a (MTSI) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in M/a

Tip: Access up to 7 years of quarterly data

All positions including M/a held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in M/a by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $936k 4.2k 222.07
2025-06-30 $338k 2.4k 143.29
2025-03-31 $243k 2.4k 100.38

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Goldman Sachs Etf Tr India Equity Etf (GIND)
Microsoft Corporation (MSFT)

View all positions for Circle Wealth Management

Top funds holding M/a

BlackRock
Vanguard Group
FMR
T. Rowe Price Investment Management
Invesco
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Whale Rock Capital Management
Artisan Partners Limited Partnership
Wellington Management Company
Jennifer Ranahan
UBS Group

View all funds holding M/a