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

Circle 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
2025
Q1 		– Sell
-497
Closed -$294K – 225
2024
Q4 		$294K Sell
497
-949
-66% -$687K 0.01% 202
2024
Q3 		$1.34M Buy
1,446
+357
+33% +$308K 0.03% 98
2024
Q2 		$895K Buy
+1,089
New +$786K 0.02% 105

Other funds holding MPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Circle Wealth Management's MPWR Position: Q1 2025 in Review

Circle Wealth Management sold out of Monolithic Power Systems (MPWR) in Q1 2025, closing a stake of 497 shares — an estimated $294K sold.

Circle Wealth Management first reported a position in MPWR in Q2 2024 and held it in 3 quarters. The position peaked at $1.34M in Q3 2024. 863 funds tracked by Wall St. Rank hold MPWR as of Q1 2025.

  • Circle Wealth Management reported no remaining Monolithic Power Systems position as of Q1 2025 after selling out during the quarter.
  • Circle Wealth Management sold 497 Monolithic Power Systems shares in Q1 2025, an estimated $294K.
  • Circle Wealth Management first reported a position in Monolithic Power Systems in Q2 2024 and held it in 3 quarters.
  • Circle Wealth Management's Monolithic Power Systems position peaked at $1.34M in Q3 2024.
  • 863 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q1 2025.

Based on Circle Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.