Jackson Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

Jackson Wealth 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
2025 Q3	–	Sell	-2,930	Closed	-$2.14M	–	171
2025 Q2	$2.14M	Buy	2,930 +34	+1%	+$21.7K	0.23%	73
2025 Q1	$1.68M	Buy	2,896 +659	+29%	+$415K	0.2%	76
2024 Q4	$1.32M	Sell	2,237 -327	-13%	-$237K	0.15%	84
2024 Q3	$2.37M	Buy	+2,564	New	+$2.21M	0.28%	66
2020 Q1	–	Sell	-17,860	Closed	-$3.27M	–	136
2019 Q4	$3.27M	Buy	17,860 +329	+2%	+$52.5K	0.54%	55
2019 Q3	$2.4M	Buy	17,531 +4,545	+35%	+$680K	0.5%	58
2019 Q2	$1.78M	Buy	12,986 +1,177	+10%	+$160K	0.39%	69
2019 Q1	$1.6M	Buy	11,809 +350	+3%	+$45.9K	0.39%	66
2018 Q4	$1.25M	Sell	11,459 -475	-4%	-$56.8K	0.37%	67
2018 Q3	$1.5M	Buy	+11,934	New	+$1.66M	0.32%	71

Other funds holding MPWR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jackson Wealth Management's MPWR Position: Q3 2025 in Review

Jackson Wealth Management sold out of Monolithic Power Systems (MPWR) in Q3 2025, closing a stake of 2,930 shares — an estimated $2.14M sold.

Jackson Wealth Management first reported a position in MPWR in Q3 2018 and held it in 10 quarters. The position peaked at $3.27M in Q4 2019. 980 funds tracked by Wall St. Rank hold MPWR as of Q3 2025.

Jackson Wealth Management reported no remaining Monolithic Power Systems position as of Q3 2025 after selling out during the quarter.
Jackson Wealth Management sold 2,930 Monolithic Power Systems shares in Q3 2025, an estimated $2.14M.
Jackson Wealth Management first reported a position in Monolithic Power Systems in Q3 2018 and held it in 10 quarters.
Jackson Wealth Management's Monolithic Power Systems position peaked at $3.27M in Q4 2019.
980 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.