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CWM
Congress Wealth Management’s
Power Integrations
POWI
Stock Holding History
Congress Wealth Management’s Portfolio
POWI Stock Details
POWI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$4.58M
Sell
81,894
-3,854
-4%
-$198K
0.04%
404
2025
Q1
$4.33M
Buy
85,748
+15,853
+23%
+$949K
0.05%
349
2024
Q4
$4.31M
Sell
69,895
-10,792
-13%
-$686K
0.06%
303
2024
Q3
$5.17M
Buy
80,687
+7,914
+11%
+$523K
0.07%
291
2024
Q2
$5.11M
Buy
72,773
+4,621
+7%
+$332K
0.08%
245
2024
Q1
$4.88M
Buy
68,152
+4,125
+6%
+$308K
0.08%
231
2023
Q4
$5.26M
Sell
64,027
-2,623
-4%
-$201K
0.1%
216
2023
Q3
$5.09M
Buy
66,650
+3,679
+6%
+$315K
0.11%
210
2023
Q2
$5.96M
Buy
62,971
+1,812
+3%
+$151K
0.14%
169
2023
Q1
$5.18M
Buy
61,159
+3,040
+5%
+$252K
0.12%
184
2022
Q4
$4.17M
Sell
58,119
-281
-0.5%
-$20.1K
0.11%
197
2022
Q3
$3.76M
Buy
58,400
+978
+2%
+$73.2K
0.1%
205
2022
Q2
$4.31M
Sell
57,422
-1,581
-3%
-$128K
0.11%
200
2022
Q1
$5.47M
Buy
59,003
+11,343
+24%
+$989K
0.12%
195
2021
Q4
$4.43M
Buy
+47,660
New
+$4.68M
0.09%
239
Other funds holding POWI
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
DGI
Disciplined Growth Investors
Minneapolis, Minnesota
$4.89B AUM
33.85%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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