Diversify Advisory Services’s Monolithic Power Systems MPWR Stock Holding History

Diversify Advisory Services’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	$2.14M	Buy	1,712 +1,015	+146%	+$1.33M	0.03%	422
2026 Q2	$933K	Buy	+697	New	+$1.05M	0.02%	654
2026 Q1	–	Sell	-1,741	Closed	-$1.8M	–	617
2025 Q4	$1.8M	Buy	1,741 +212	+14%	+$204K	0.06%	246
2025 Q3	$1.53M	Buy	1,529 +513	+50%	+$416K	0.05%	268
2025 Q2	$854K	Buy	+1,016	New	+$647K	0.03%	369

Other funds holding MPWR

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Diversify Advisory Services's MPWR Position: Q3 2026 in Review

Diversify Advisory Services increased its Monolithic Power Systems (MPWR) stake by 146% in Q3 2026, buying an estimated $1.33M and bringing the position to 1,712 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #422.

Diversify Advisory Services first reported a position in MPWR in Q2 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold MPWR as of Q3 2026.

Diversify Advisory Services held 1,712 shares of Monolithic Power Systems worth $2.14M as of Q3 2026.
Diversify Advisory Services bought 1,015 Monolithic Power Systems shares in Q3 2026, an estimated $1.33M.
Monolithic Power Systems made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #422 holding.
Diversify Advisory Services first reported a position in Monolithic Power Systems in Q2 2025 and has held it in 5 quarters since.
221 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.