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Azimuth Capital Investment Management’s Monolithic Power Systems MPWR Stock Holding History

Azimuth Capital Investment Management’s Portfolio MPWR Stock Details MPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.3M Sell
29,124
-6,949
-19% -$10.4M 1.36% 8
2026
Q1 		$39.4M Sell
36,073
-137
-0.4% -$150K 1.48% 8
2025
Q4 		$32.8M Buy
36,210
+2,656
+8% +$2.56M 1.18% 11
2025
Q3 		$30.9M Sell
33,554
-243
-0.7% -$197K 1.11% 17
2025
Q2 		$24.7M Sell
33,797
-234
-0.7% -$149K 0.92% 24
2025
Q1 		$19.7M Sell
34,031
-363
-1% -$229K 0.79% 34
2024
Q4 		$20.4M Sell
34,394
-6,323
-16% -$4.58M 0.79% 35
2024
Q3 		$37.6M Buy
40,717
+283
+0.7% +$244K 1.46% 9
2024
Q2 		$33.2M Buy
40,434
+522
+1% +$377K 1.35% 11
2024
Q1 		$27M Buy
39,912
+14,523
+57% +$9.7M 1.12% 17
2023
Q4 		$16M Sell
25,389
-72
-0.3% -$37.6K 0.72% 49
2023
Q3 		$11.8M Sell
25,461
-583
-2% -$298K 0.58% 57
2023
Q2 		$14.1M Sell
26,044
-274
-1% -$130K 0.67% 49
2023
Q1 		$13.2M Sell
26,318
-490
-2% -$225K 0.65% 55
2022
Q4 		$9.48M Sell
26,808
-27,505
-51% -$9.88M 0.48% 67
2022
Q3 		$19.7M Buy
54,313
+384
+0.7% +$171K 1.08% 21
2022
Q2 		$20.7M Buy
+53,929
New +$22.8M 1.04% 18

Other funds holding MPWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Azimuth Capital Investment Management's MPWR Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Monolithic Power Systems (MPWR) stake by 19% in Q2 2026, selling an estimated $10.4M and leaving 29,124 shares worth $40.3M. The position accounts for 1.36% of the portfolio, ranked #8.

Azimuth Capital Investment Management first reported a position in MPWR in Q2 2022 and has held it in 17 quarters since. 1,235 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Azimuth Capital Investment Management held 29,124 shares of Monolithic Power Systems worth $40.3M as of Q2 2026.
  • Azimuth Capital Investment Management sold 6,949 Monolithic Power Systems shares in Q2 2026, an estimated $10.4M.
  • Monolithic Power Systems made up 1.36% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #8 holding.
  • Azimuth Capital Investment Management first reported a position in Monolithic Power Systems in Q2 2022 and has held it in 17 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.