J2 Capital Management’s Monolithic Power Systems MPWR Stock Holding History

J2 Capital 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 Q2	$670K	Sell	485 -196	-29%	-$294K	0.45%	50
2026 Q1	$745K	Sell	681 -47	-6%	-$51.3K	0.51%	40
2025 Q4	$660K	Sell	728 -182	-20%	-$175K	0.48%	46
2025 Q3	$838K	Buy	910 +129	+17%	+$105K	0.63%	29
2025 Q2	$571K	Buy	+781	New	+$498K	0.46%	52

Other funds holding MPWR

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

J2 Capital Management's MPWR Position: Q2 2026 in Review

J2 Capital Management reduced its Monolithic Power Systems (MPWR) stake by 29% in Q2 2026, selling an estimated $294K and leaving 485 shares worth $670K. The position accounts for 0.45% of the portfolio, ranked #50.

J2 Capital Management first reported a position in MPWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $838K in Q3 2025. 471 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

J2 Capital Management held 485 shares of Monolithic Power Systems worth $670K as of Q2 2026.
J2 Capital Management sold 196 Monolithic Power Systems shares in Q2 2026, an estimated $294K.
Monolithic Power Systems made up 0.45% of J2 Capital Management's portfolio in Q2 2026, its #50 holding.
J2 Capital Management first reported a position in Monolithic Power Systems in Q2 2025 and has held it in 5 quarters since.
J2 Capital Management's Monolithic Power Systems position peaked at $838K in Q3 2025.
471 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.