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

Dogwood 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
2026 Q2	$265K	Sell	192 -160	-45%	-$240K	0.1%	72
2026 Q1	$385K	Sell	352 -280	-44%	-$306K	0.17%	58
2025 Q4	$573K	Sell	632 -318	-33%	-$306K	0.25%	61
2025 Q3	$875K	Buy	950 +947	+31,567%	+$768K	0.4%	46
2025 Q2	$2.28K	Buy	3 +1	+50%	+$637	﹤0.01%	550
2025 Q1	$1.16K	Buy	+2	New	+$1.26K	﹤0.01%	424
2024 Q3	–	Hold	0	–	–	–	364
2024 Q2	–	Hold	0	–	–	–	440
2024 Q1	–	Hold	0	–	–	–	434
2023 Q4	–	Hold	0	–	–	–	422

Other funds holding MPWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dogwood Wealth Management's MPWR Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 45% in Q2 2026, selling an estimated $240K and leaving 192 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #72.

Dogwood Wealth Management first reported a position in MPWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $875K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

Dogwood Wealth Management held 192 shares of Monolithic Power Systems worth $265K as of Q2 2026.
Dogwood Wealth Management sold 160 Monolithic Power Systems shares in Q2 2026, an estimated $240K.
Monolithic Power Systems made up 0.1% of Dogwood Wealth Management's portfolio in Q2 2026, its #72 holding.
Dogwood Wealth Management first reported a position in Monolithic Power Systems in Q1 2025 and has held it in 6 quarters since.
Dogwood Wealth Management's Monolithic Power Systems position peaked at $875K in Q3 2025.
1,240 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.