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StocksMediumUpdated•Originally published 19 April 2026•Updated 19 April 2026•

1 min read

MFS Executes Massive Liquidation of Tech and Financial Stakes in Q4 Portfolio Rebalancing

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Key Facts

1MFS reduced its stake in PTC Inc. by 98.4%, leaving a holding of only 2,770 shares.

about 2 months ago

Version History

Version 1about 2 months ago

What changed: Added information regarding the firm's new investment position in the semiconductor sector (AOSL).

Massachusetts Financial Services Co. (MFS) executed a massive liquidation of several high-profile stock positions during the fourth quarter, slashing its stake in PTC Inc. by 98.4% and selling nearly its entire holdings in MSCI Inc and Gartner Inc. Despite these aggressive sell-offs, JPMorgan Chase remains the firm's sixth-largest position even after a 5.5% reduction in shares. Amidst this broad retreat from tech and financial services, the firm initiated a new strategic position in the semiconductor sector by purchasing shares in Alpha and Omega Semiconductor Limited (AOSL). MFS acquired 28,439 shares of AOSL valued at approximately $563,000 during the period. This move highlights a selective reallocation of capital toward specialized chipmakers even as the firm exits broader growth names. These adjustments reflect a significant shift in how one of the world's largest asset managers is navigating the current equity landscape.