Grantham, Mayo, Van Otterloo & Co (GMO)’s Power Integrations POWI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2025 Q3	–	Sell	-460,765	Closed	-$25.8M	–	644
2025 Q2	$25.8M	Sell	460,765 -16,235	-3%	-$833K	0.08%	145
2025 Q1	$24.1M	Sell	477,000 -34,498	-7%	-$2.06M	0.08%	170
2024 Q4	$31.6M	Buy	511,498 +65,504	+15%	+$4.17M	0.1%	130
2024 Q3	$28.6M	Buy	445,994 +42,778	+11%	+$2.83M	0.09%	151
2024 Q2	$28.3M	Buy	403,216 +12,107	+3%	+$869K	0.1%	141
2024 Q1	$28M	Buy	391,109 +192,520	+97%	+$14.4M	0.1%	146
2023 Q4	$16.3M	Buy	198,589 +7,115	+4%	+$545K	0.07%	194
2023 Q3	$14.6M	Buy	191,474 +28,487	+17%	+$2.44M	0.07%	218
2023 Q2	$15.4M	Hold	162,987	–	–	0.07%	208
2023 Q1	$13.8M	Buy	162,987 +39,366	+32%	+$3.27M	0.07%	215
2022 Q4	$8.87M	Buy	123,621 +5,292	+4%	+$378K	0.05%	251
2022 Q3	$7.61M	Buy	+118,329	New	+$8.86M	0.04%	271

Other funds holding POWI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s POWI Position: Q3 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Power Integrations (POWI) in Q3 2025, closing a stake of 460,765 shares — an estimated $25.8M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in POWI in Q3 2022 and held it in 12 quarters. The position peaked at $31.6M in Q4 2024. 315 funds tracked by Wall St. Rank hold POWI as of Q3 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Power Integrations position as of Q3 2025 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 460,765 Power Integrations shares in Q3 2025, an estimated $25.8M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Power Integrations in Q3 2022 and held it in 12 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Power Integrations position peaked at $31.6M in Q4 2024.
315 funds tracked by Wall St. Rank held Power Integrations as of Q3 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2025, filed 13 Nov 2025.