CWP
MPWR icon

Concord Wealth Partners’s Monolithic Power Systems MPWR Stock Holding History

Concord Wealth Partners’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 		$22.5K Buy
+16
New +$24K ﹤0.01% 465
2026
Q1 		– Sell
-7
Closed -$6.34K – 570
2025
Q4 		$6.34K Hold
7
– – ﹤0.01% 593
2025
Q3 		$6.44K Hold
7
– – ﹤0.01% 585
2025
Q2 		$5.12K Buy
7
+1
+17% +$637 ﹤0.01% 629
2025
Q1 		$3.48K Hold
6
– – ﹤0.01% 633
2024
Q4 		$3.55K Hold
6
– – ﹤0.01% 651
2024
Q3 		$5.55K Hold
6
– – ﹤0.01% 621
2024
Q2 		$4.93K Hold
6
– – ﹤0.01% 575
2024
Q1 		$4.07K Buy
+6
New +$4.01K ﹤0.01% 683
2022
Q2 		– Sell
-117
Closed -$57K – 1319
2022
Q1 		$57K Buy
117
+16
+16% +$6.97K 0.01% 406
2021
Q4 		$50K Buy
101
+95
+1,583% +$49K 0.01% 459
2021
Q3 		$3K Sell
6
-75
-93% -$34.1K ﹤0.01% 696
2021
Q2 		$30K Buy
81
+17
+27% +$5.98K 0.01% 429
2021
Q1 		$23K Buy
+64
New +$23.3K 0.01% 455

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's MPWR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Monolithic Power Systems (MPWR) in Q2 2026: 16 shares worth $22.5K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MPWR as recently as Q4 2025.

Concord Wealth Partners first reported a position in MPWR in Q1 2021 and has held it in 14 quarters since. The position peaked at $57K in Q1 2022. 1,243 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • Concord Wealth Partners held 16 shares of Monolithic Power Systems worth $22.5K as of Q2 2026.
  • Monolithic Power Systems was a new Concord Wealth Partners position in Q2 2026.
  • Monolithic Power Systems made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #465 holding.
  • Concord Wealth Partners first reported a position in Monolithic Power Systems in Q1 2021 and has held it in 14 quarters since.
  • Concord Wealth Partners's Monolithic Power Systems position peaked at $57K in Q1 2022.
  • 1,243 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.