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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Planning Inc's POWI Position: Q1 2026 in Review

Asset Planning Inc held its Power Integrations (POWI) position steady in Q1 2026 at 126 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Asset Planning Inc first reported a position in POWI in Q4 2025 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold POWI as of Q1 2026.

  • Asset Planning Inc held 126 shares of Power Integrations worth $6.46K as of Q1 2026.
  • Asset Planning Inc left its Power Integrations share count unchanged in Q1 2026.
  • Power Integrations made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #253 holding.
  • Asset Planning Inc first reported a position in Power Integrations in Q4 2025 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Power Integrations as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.