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Asset Planning Inc’s Power Integrations POWI Stock Holding History

Asset Planning Inc’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6K Buy
127
+1
+0.8% +$72 0.01% 251
2026
Q1 		$6.46K Hold
126
– – ﹤0.01% 253
2025
Q4 		$4.47K Buy
+126
New +$4.78K ﹤0.01% 257

Other funds holding POWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Asset Planning Inc's POWI Position: Q2 2026 in Review

Asset Planning Inc increased its Power Integrations (POWI) stake by 0.79% in Q2 2026, buying an estimated $72 and bringing the position to 127 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #251.

Asset Planning Inc first reported a position in POWI in Q4 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold POWI as of Q2 2026.

  • Asset Planning Inc held 127 shares of Power Integrations worth $10.6K as of Q2 2026.
  • Asset Planning Inc bought 1 Power Integrations share in Q2 2026, an estimated $72.
  • Power Integrations made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #251 holding.
  • Asset Planning Inc first reported a position in Power Integrations in Q4 2025 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Power Integrations as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.