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BAM Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

BAM Wealth 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 		$323K Sell
234
-1
-0.4% -$1.5K 0.2% 127
2026
Q1 		$257K Sell
235
-64
-21% -$69.9K 0.19% 133
2025
Q4 		$271K Sell
299
-36
-11% -$34.6K 0.2% 120
2025
Q3 		$308K Buy
+335
New +$272K 0.24% 96

Other funds holding MPWR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BAM Wealth Management's MPWR Position: Q2 2026 in Review

BAM Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 0.43% in Q2 2026, selling an estimated $1.5K and leaving 234 shares worth $323K. The position accounts for 0.2% of the portfolio, ranked #127.

BAM Wealth Management first reported a position in MPWR in Q3 2025 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • BAM Wealth Management held 234 shares of Monolithic Power Systems worth $323K as of Q2 2026.
  • BAM Wealth Management sold 1 Monolithic Power Systems share in Q2 2026, an estimated $1.5K.
  • Monolithic Power Systems made up 0.2% of BAM Wealth Management's portfolio in Q2 2026, its #127 holding.
  • BAM Wealth Management first reported a position in Monolithic Power Systems in Q3 2025 and has held it in 4 quarters since.
  • 621 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.