PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Monolithic Power Systems MPWR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$88.4K	Sell	63 -9	-13%	-$13.5K	0.02%	264
2026 Q1	$80.3K	Sell	72 -9	-11%	-$9.83K	0.02%	252
2025 Q4	$74.9K	Buy	+81	New	+$77.9K	0.02%	259
2025 Q3	–	Sell	-158	Closed	-$116K	–	561
2025 Q2	$116K	Sell	158 -209	-57%	-$133K	0.04%	187
2025 Q1	$213K	Hold	367	–	–	0.08%	131
2024 Q4	$217K	Buy	+367	New	+$266K	0.09%	124

Other funds holding MPWR

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MPWR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Monolithic Power Systems (MPWR) stake by 13% in Q2 2026, selling an estimated $13.5K and leaving 63 shares worth $88.4K. The position accounts for 0.02% of the portfolio, ranked #264.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MPWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $217K in Q4 2024. 677 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 63 shares of Monolithic Power Systems worth $88.4K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 9 Monolithic Power Systems shares in Q2 2026, an estimated $13.5K.
Monolithic Power Systems made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #264 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Monolithic Power Systems in Q4 2024 and has held it in 6 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Monolithic Power Systems position peaked at $217K in Q4 2024.
677 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.