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Essential Partners’s Power Integrations POWI Stock Holding History

Essential Partners’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
2026
Q3 		$414 Hold
8
– – ﹤0.01% 2452
2026
Q2 		$670 Hold
8
– – ﹤0.01% 2403
2026
Q1 		$410 Buy
+8
New +$367 ﹤0.01% 2492
2025
Q4 		– Sell
-3
Closed -$121 – 2884
2025
Q3 		$121 Sell
3
-45
-94% -$2.17K ﹤0.01% 2476
2025
Q2 		$2.68K Buy
+48
New +$2.46K ﹤0.01% 1236

Other funds holding POWI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's POWI Position: Q3 2026 in Review

Essential Partners held its Power Integrations (POWI) position steady in Q3 2026 at 8 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Essential Partners first reported a position in POWI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.68K in Q2 2025. 20 funds tracked by Wall St. Rank hold POWI as of Q3 2026.

  • Essential Partners held 8 shares of Power Integrations worth $414 as of Q3 2026.
  • Essential Partners left its Power Integrations share count unchanged in Q3 2026.
  • Power Integrations made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2452 holding.
  • Essential Partners first reported a position in Power Integrations in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Power Integrations position peaked at $2.68K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Power Integrations as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.