Burr Financial Services’s Monolithic Power Systems MPWR Stock Holding History

Burr Financial Services’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	$257K	Buy	+186	New	+$279K	0.16%	23
2025 Q3	–	Sell	-4,660	Closed	-$3.41M	–	30
2025 Q2	$3.41M	Buy	4,660 +4,127	+774%	+$2.63M	2.87%	12
2025 Q1	$309K	Sell	533 -20	-4%	-$12.6K	0.24%	27
2024 Q4	$327K	Sell	553 -1,855	-77%	-$1.34M	0.22%	25
2024 Q3	$2.23M	Sell	2,408 -185	-7%	-$160K	1.58%	12
2024 Q2	$2.13M	Sell	2,593 -1,418	-35%	-$1.02M	1.49%	14
2024 Q1	$2.82M	Buy	4,011 +15	+0.4%	+$10K	2.2%	12
2023 Q4	$3.02M	Buy	+3,996	New	+$2.09M	2.31%	12

Other funds holding MPWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burr Financial Services's MPWR Position: Q2 2026 in Review

Burr Financial Services opened a new position in Monolithic Power Systems (MPWR) in Q2 2026: 186 shares worth $257K. The stake represents 0.16% of the portfolio and ranks #23 among its holdings. This is a return to the name: Burr Financial Services previously reported a position in MPWR as recently as Q2 2025.

Burr Financial Services first reported a position in MPWR in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.41M in Q2 2025. 1,246 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

Burr Financial Services held 186 shares of Monolithic Power Systems worth $257K as of Q2 2026.
Monolithic Power Systems was a new Burr Financial Services position in Q2 2026.
Monolithic Power Systems made up 0.16% of Burr Financial Services's portfolio in Q2 2026, its #23 holding.
Burr Financial Services first reported a position in Monolithic Power Systems in Q4 2023 and has held it in 8 quarters since.
Burr Financial Services's Monolithic Power Systems position peaked at $3.41M in Q2 2025.
1,246 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.