CPL
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Capital & Planning LLC’s Monolithic Power Systems MPWR Stock Holding History

Capital & Planning LLC’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 		– Sell
-40
Closed -$43.7K – 107
2026
Q1 		$43.7K Buy
+40
New +$43.7K 0.03% 58
2025
Q1 		– Sell
-40
Closed -$23.7K – 118
2024
Q4 		$23.7K Buy
+40
New +$29K 0.02% 69

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's MPWR Position: Q2 2026 in Review

Capital & Planning LLC sold out of Monolithic Power Systems (MPWR) in Q2 2026, closing a stake of 40 shares — an estimated $43.7K sold.

Capital & Planning LLC first reported a position in MPWR in Q4 2024 and held it in 2 quarters. The position peaked at $43.7K in Q1 2026. 1,246 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Capital & Planning LLC reported no remaining Monolithic Power Systems position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 40 Monolithic Power Systems shares in Q2 2026, an estimated $43.7K.
  • Capital & Planning LLC first reported a position in Monolithic Power Systems in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Monolithic Power Systems position peaked at $43.7K in Q1 2026.
  • 1,246 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.