Invera Wealth Advisors
MPWR icon

Invera Wealth Advisors’s Monolithic Power Systems MPWR Stock Holding History

Invera Wealth Advisors’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
Q3 		$247K Hold
183
– – 0.13% 123
2026
Q2 		$253K Hold
183
– – 0.14% 119
2026
Q1 		$200K Buy
+183
New +$200K 0.13% 97

Other funds holding MPWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Invera Wealth Advisors's MPWR Position: Q3 2026 in Review

Invera Wealth Advisors held its Monolithic Power Systems (MPWR) position steady in Q3 2026 at 183 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #123.

Invera Wealth Advisors first reported a position in MPWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $253K in Q2 2026. 763 funds tracked by Wall St. Rank hold MPWR as of Q3 2026.

  • Invera Wealth Advisors held 183 shares of Monolithic Power Systems worth $247K as of Q3 2026.
  • Invera Wealth Advisors left its Monolithic Power Systems share count unchanged in Q3 2026.
  • Monolithic Power Systems made up 0.13% of Invera Wealth Advisors's portfolio in Q3 2026, its #123 holding.
  • Invera Wealth Advisors first reported a position in Monolithic Power Systems in Q1 2026 and has held it in 3 quarters since.
  • Invera Wealth Advisors's Monolithic Power Systems position peaked at $253K in Q2 2026.
  • 763 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.