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Heritage Family Offices’s Power Integrations POWI Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-3,299
Closed -$204K – 189
2024
Q4 		$204K Buy
3,299
+156
+5% +$9.92K 0.1% 178
2024
Q3 		$202K Buy
+3,143
New +$208K 0.1% 176

Other funds holding POWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Family Offices's POWI Position: Q1 2025 in Review

Heritage Family Offices sold out of Power Integrations (POWI) in Q1 2025, closing a stake of 3,299 shares — an estimated $204K sold.

Heritage Family Offices first reported a position in POWI in Q3 2024 and held it in 2 quarters. The position peaked at $204K in Q4 2024. 342 funds tracked by Wall St. Rank hold POWI as of Q1 2025.

  • Heritage Family Offices reported no remaining Power Integrations position as of Q1 2025 after selling out during the quarter.
  • Heritage Family Offices sold 3,299 Power Integrations shares in Q1 2025, an estimated $204K.
  • Heritage Family Offices first reported a position in Power Integrations in Q3 2024 and held it in 2 quarters.
  • Heritage Family Offices's Power Integrations position peaked at $204K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Power Integrations as of Q1 2025.

Based on Heritage Family Offices's 13F filing for Q1 2025, filed 10 Apr 2025.