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Congress Wealth Management’s Power Integrations POWI Stock Holding History

Congress Wealth Management’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Congress Wealth Management reduced its Power Integrations (POWI) stake by 4.5% in Q2 2025, selling an estimated $198K and leaving 81,894 shares worth $4.58M. The position accounts for 0.04% of the portfolio, ranked #404.

Congress Wealth Management first reported a position in POWI in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.96M in Q2 2023. 342 funds tracked by Wall St. Rank hold POWI as of Q2 2025.

  • Congress Wealth Management held 81,894 shares of Power Integrations worth $4.58M as of Q2 2025.
  • Congress Wealth Management sold 3,854 Power Integrations shares in Q2 2025, an estimated $198K.
  • Power Integrations made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #404 holding.
  • Congress Wealth Management first reported a position in Power Integrations in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Power Integrations position peaked at $5.96M in Q2 2023.
  • 342 funds tracked by Wall St. Rank held Power Integrations as of Q2 2025.

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