Circle Wealth Management
MPWR icon

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
2026
Q3 		$1.42M Buy
+1,052
New +$1.38M 0.02% 122
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Circle Wealth Management's MPWR Position: Q3 2026 in Review

Circle Wealth Management opened a new position in Monolithic Power Systems (MPWR) in Q3 2026: 1,052 shares worth $1.42M. The stake represents 0.02% of the portfolio and ranks #122 among its holdings. This is a return to the name: Circle Wealth Management previously reported a position in MPWR as recently as Q4 2024.

Circle Wealth Management first reported a position in MPWR in Q2 2024 and has held it in 4 quarters since. 1,045 funds tracked by Wall St. Rank hold MPWR as of Q3 2026.

  • Circle Wealth Management held 1,052 shares of Monolithic Power Systems worth $1.42M as of Q3 2026.
  • Monolithic Power Systems was a new Circle Wealth Management position in Q3 2026.
  • Monolithic Power Systems made up 0.02% of Circle Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Circle Wealth Management first reported a position in Monolithic Power Systems in Q2 2024 and has held it in 4 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2026.

Based on Circle Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.