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Buckingham Strategic Wealth’s Monolithic Power Systems MPWR Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$600K Buy
730
+30
+4% +$21.6K 0.01% 429
2024
Q1 		$474K Buy
700
+11
+2% +$7.34K 0.01% 472
2023
Q4 		$435K Buy
689
+6
+0.9% +$3.13K 0.01% 473
2023
Q3 		$315K Sell
683
-25
-4% -$12.8K ﹤0.01% 515
2023
Q2 		$382K Buy
708
+68
+11% +$32.3K 0.01% 484
2023
Q1 		$226K Hold
640
– – ﹤0.01% 540
2022
Q4 		$226K Buy
640
+1
+0.2% +$359 ﹤0.01% 542
2022
Q3 		$232K Hold
639
– – ﹤0.01% 520
2022
Q2 		$245K Buy
639
+1
+0.2% +$422 ﹤0.01% 511
2022
Q1 		$310K Buy
638
+55
+9% +$24K 0.01% 463
2021
Q4 		$288K Buy
583
+12
+2% +$6.19K 0.01% 480
2021
Q3 		$277K Sell
571
-100
-15% -$45.5K 0.01% 481
2021
Q2 		$251K Sell
671
-2
-0.3% -$704 0.01% 502
2021
Q1 		$238K Buy
673
+2
+0.3% +$728 0.01% 479
2020
Q4 		$246K Buy
+671
New +$215K 0.01% 459

Other funds holding MPWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Buckingham Strategic Wealth's MPWR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Monolithic Power Systems (MPWR) stake by 4.3% in Q2 2024, buying an estimated $21.6K and bringing the position to 730 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #429.

Buckingham Strategic Wealth first reported a position in MPWR in Q4 2020 and has held it in 15 quarters since. 836 funds tracked by Wall St. Rank hold MPWR as of Q2 2024.

  • Buckingham Strategic Wealth held 730 shares of Monolithic Power Systems worth $600K as of Q2 2024.
  • Buckingham Strategic Wealth bought 30 Monolithic Power Systems shares in Q2 2024, an estimated $21.6K.
  • Monolithic Power Systems made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #429 holding.
  • Buckingham Strategic Wealth first reported a position in Monolithic Power Systems in Q4 2020 and has held it in 15 quarters since.
  • 836 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.