Caldwell Trust’s Monolithic Power Systems MPWR Stock Holding History

Caldwell Trust’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 Q1	–	Sell	-7	Closed	-$4.42K	–	726
2023 Q4	$4.42K	Buy	+7	New	+$3.66K	﹤0.01%	659

Other funds holding MPWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caldwell Trust's MPWR Position: Q1 2024 in Review

Caldwell Trust sold out of Monolithic Power Systems (MPWR) in Q1 2024, closing a stake of 7 shares — an estimated $4.42K sold.

Caldwell Trust first reported a position in MPWR in Q4 2023 and held it in 1 quarter. The position peaked at $4.42K in Q4 2023. 808 funds tracked by Wall St. Rank hold MPWR as of Q1 2024.

Caldwell Trust reported no remaining Monolithic Power Systems position as of Q1 2024 after selling out during the quarter.
Caldwell Trust sold 7 Monolithic Power Systems shares in Q1 2024, an estimated $4.42K.
Caldwell Trust first reported a position in Monolithic Power Systems in Q4 2023 and held it in 1 quarter.
Caldwell Trust's Monolithic Power Systems position peaked at $4.42K in Q4 2023.
808 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.