EWM
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Executive Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

Executive 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
2024
Q4 		$211K Sell
357
-43
-11% -$31.1K 0.02% 246
2024
Q3 		$370K Buy
+400
New +$345K 0.03% 201
2024
Q2 		– Sell
-4,010
Closed -$2.68M – 206
2024
Q1 		$2.68M Sell
4,010
-121
-3% -$80.8K 0.24% 93
2023
Q4 		$2.61M Buy
4,131
+80
+2% +$41.8K 0.25% 84
2023
Q3 		$1.87M Buy
4,051
+91
+2% +$46.5K 0.19% 93
2023
Q2 		$2.14M Buy
3,960
+182
+5% +$86.5K 0.22% 84
2023
Q1 		$1.89M Sell
3,778
-887
-19% -$408K 0.21% 89
2022
Q4 		$1.65M Buy
4,665
+2,894
+163% +$1.04M 0.2% 88
2022
Q3 		$1.77K Sell
1,771
-3,202
-64% -$1.42M 0.25% 82
2022
Q2 		$1.91M Sell
4,973
-3,671
-42% -$1.55M 0.26% 78
2022
Q1 		$4.2M Sell
8,644
-243
-3% -$106K 0.46% 66
2021
Q4 		$4.38M Buy
8,887
+464
+6% +$239K 0.44% 69
2021
Q3 		$4.08M Sell
8,423
-285
-3% -$130K 0.45% 67
2021
Q2 		$3.25M Buy
8,708
+208
+2% +$73.2K 0.36% 78
2021
Q1 		$3M Buy
8,500
+54
+0.6% +$19.7K 0.35% 76
2020
Q4 		$3.09M Buy
8,446
+977
+13% +$313K 0.38% 65
2020
Q3 		$2.09M Buy
7,469
+861
+13% +$224K 0.29% 71
2020
Q2 		$1.57M Buy
6,608
+71
+1% +$14.4K 0.24% 68
2020
Q1 		$1.09M Sell
6,537
-2,299
-26% -$394K 0.19% 67
2019
Q4 		$1.57M Sell
8,836
-861
-9% -$138K 0.22% 71
2019
Q3 		$1.51M Sell
9,697
-864
-8% -$129K 0.23% 66
2019
Q2 		$1.43M Buy
10,561
+1,380
+15% +$188K 0.2% 84
2019
Q1 		$1.24M Buy
9,181
+4,416
+93% +$580K 0.22% 81
2018
Q4 		$554K Buy
+4,765
New +$570K 0.1% 99

Other funds holding MPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Executive Wealth Management's MPWR Position: Q4 2024 in Review

Executive Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 11% in Q4 2024, selling an estimated $31.1K and leaving 357 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #246.

Executive Wealth Management first reported a position in MPWR in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.38M in Q4 2021. 862 funds tracked by Wall St. Rank hold MPWR as of Q4 2024.

  • Executive Wealth Management held 357 shares of Monolithic Power Systems worth $211K as of Q4 2024.
  • Executive Wealth Management sold 43 Monolithic Power Systems shares in Q4 2024, an estimated $31.1K.
  • Monolithic Power Systems made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #246 holding.
  • Executive Wealth Management first reported a position in Monolithic Power Systems in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Monolithic Power Systems position peaked at $4.38M in Q4 2021.
  • 862 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.