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

Congress 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
Q2 		$11.9M Sell
16,227
-29
-0.2% -$18.5K 0.12% 215
2025
Q1 		$9.43M Sell
16,256
-2,180
-12% -$1.37M 0.11% 214
2024
Q4 		$10.9M Sell
18,436
-635
-3% -$460K 0.15% 187
2024
Q3 		$17.6M Sell
19,071
-11,338
-37% -$9.79M 0.24% 120
2024
Q2 		$25M Sell
30,409
-133
-0.4% -$96K 0.4% 53
2024
Q1 		$20.7M Sell
30,542
-387
-1% -$258K 0.36% 67
2023
Q4 		$19.5M Sell
30,929
-298
-1% -$156K 0.36% 63
2023
Q3 		$14.4M Sell
31,227
-4,216
-12% -$2.16M 0.3% 79
2023
Q2 		$19.1M Buy
35,443
+119
+0.3% +$56.5K 0.44% 48
2023
Q1 		$17.7M Buy
35,324
+12
+0% +$5.52K 0.43% 50
2022
Q4 		$12.5M Sell
35,312
-1,679
-5% -$603K 0.32% 80
2022
Q3 		$13.4M Buy
36,991
+193
+0.5% +$85.8K 0.36% 61
2022
Q2 		$14.1M Sell
36,798
-1,444
-4% -$610K 0.36% 61
2022
Q1 		$18.6M Buy
38,242
+573
+2% +$250K 0.41% 59
2021
Q4 		$18.6M Buy
+37,669
New +$19.4M 0.37% 68

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Congress Wealth Management's MPWR Position: Q2 2025 in Review

Congress Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 0.18% in Q2 2025, selling an estimated $18.5K and leaving 16,227 shares worth $11.9M. The position accounts for 0.12% of the portfolio, ranked #215.

Congress Wealth Management first reported a position in MPWR in Q4 2021 and has held it in 15 quarters since. The position peaked at $25M in Q2 2024. 906 funds tracked by Wall St. Rank hold MPWR as of Q2 2025.

  • Congress Wealth Management held 16,227 shares of Monolithic Power Systems worth $11.9M as of Q2 2025.
  • Congress Wealth Management sold 29 Monolithic Power Systems shares in Q2 2025, an estimated $18.5K.
  • Monolithic Power Systems made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #215 holding.
  • Congress Wealth Management first reported a position in Monolithic Power Systems in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Monolithic Power Systems position peaked at $25M in Q2 2024.
  • 906 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.