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Forum Financial Management’s Monolithic Power Systems MPWR Stock Holding History

Forum Financial 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
Q1 		– Sell
-390
Closed -$353K – 734
2025
Q4 		$353K Buy
390
+7
+2% +$6.74K ﹤0.01% 660
2025
Q3 		$353K Sell
383
-21
-5% -$17K ﹤0.01% 644
2025
Q2 		$295K Buy
+404
New +$257K ﹤0.01% 678
2024
Q4 		– Sell
-265
Closed -$245K – 949
2024
Q3 		$245K Hold
265
– – ﹤0.01% 623
2024
Q2 		$218K Buy
+265
New +$191K ﹤0.01% 637

Other funds holding MPWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Forum Financial Management's MPWR Position: Q1 2026 in Review

Forum Financial Management sold out of Monolithic Power Systems (MPWR) in Q1 2026, closing a stake of 390 shares — an estimated $353K sold.

Forum Financial Management first reported a position in MPWR in Q2 2024 and held it in 5 quarters. The position peaked at $353K in Q4 2025. 1,122 funds tracked by Wall St. Rank hold MPWR as of Q1 2026.

  • Forum Financial Management reported no remaining Monolithic Power Systems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 390 Monolithic Power Systems shares in Q1 2026, an estimated $353K.
  • Forum Financial Management first reported a position in Monolithic Power Systems in Q2 2024 and held it in 5 quarters.
  • Forum Financial Management's Monolithic Power Systems position peaked at $353K in Q4 2025.
  • 1,122 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.