GWN Securities’s Power Integrations POWI Stock Holding History

GWN Securities’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 Q2	–	Sell	-5,078	Closed	-$278K	–	631
2025 Q1	$278K	Buy	+5,078	New	+$304K	0.02%	601

Other funds holding POWI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GWN Securities's POWI Position: Q2 2025 in Review

GWN Securities sold out of Power Integrations (POWI) in Q2 2025, closing a stake of 5,078 shares — an estimated $278K sold.

GWN Securities first reported a position in POWI in Q1 2025 and held it in 1 quarter. The position peaked at $278K in Q1 2025. 342 funds tracked by Wall St. Rank hold POWI as of Q2 2025.

GWN Securities reported no remaining Power Integrations position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 5,078 Power Integrations shares in Q2 2025, an estimated $278K.
GWN Securities first reported a position in Power Integrations in Q1 2025 and held it in 1 quarter.
GWN Securities's Power Integrations position peaked at $278K in Q1 2025.
342 funds tracked by Wall St. Rank held Power Integrations as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.